HEB Federal Credit Union

NetBranch Enrollment

Enrolling in NetBranch is easy - here's how:

  • In the User ID box, enter your HEBFCU member number.
  • In the Password box, enter your ABBY PIN if you have used one; if not, enter the last four digits of your Social Security number and select the login button.

If you need assistance, please contact us at 210.938.7850.

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FinanceWorks to be Replaced with New Money Management Platform


Tuesday, January 30, 2018, FinanceWorks will be replaced by an award winning digital money management platform called Money Management. Created by MX, this platform is regarded as one of the best PFM solutions in the industry.

Money Management enables you to track expenditures, create budgets, set debt and savings goals – all with minimal effort on your part.

If you currently use FinanceWorks, your account information and up to 18 months of transaction history will be migrated to Money Management.

Some features of FinanceWorks will not be migrated in order for you to use new and improved functionality within Money Management:

  • For security reasons, outside account login credentials will not be migrated. Users will be walked through a process to provide login credentials so that accounts will aggregate going forward.
  • Transaction categories will not be migrated, instead allowing the MX auto-categorization process to categorize transactions with more accuracy. Money Management categorization tracks at 90% success compared to 65% with FinanceWorks.
  • Budgets will not be migrated, instead allowing you to use the one-click automatic generation of budgets based on the improved transaction categorization process.
  • Goals will not be migrated to encourage users to set up Savings and Retirement goals as well as Debt Payoff goals.
  • Alerts will need to be set up and you can select both email and SMS text alerts.

In addition to the new features mentioned above, Money Management will also provide:

  • Improved category-level trends
  • Detailed Net Worth analysis and tracking
  • Cash Flow calendar

We think you’ll agree that Money Management provides a superior PFM solution that will help you achieve more in handling your finances.

 

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