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Presidential is First Bank in DC Area with Finance Works®

Finance Works®, a powerful cash management tool created by Intuit, the maker of Quickbooks®, is now available to all personal Online Banking users at Presidential Bank. The service is free to customers.

Finance Works® uses account data and enables customers to see spending trends, create budgets, and even track their small business expenses! Additionally, outside checking, savings, broker, and retirement accounts can also be tracked by adding them to their Finance Works® portfolios.

This new service is provided at no charge to users of Presidential’s Online Banking service. Once customers are logged in to Online Banking, they simply click on the Finance Works® tab to enjoy the most robust and easy-to-operate cash management system around.

And, just in time for tax season, TurboTax® online will also be offered. For more information about this service, see the TurboTax information once logged in.