Personal Financial Management

Personal Financial Management

Our online banking experience with PFM helps you take charge of your money like never before. You can see all your financial institution accounts in one place, right here in online banking. Spending and budgeting tools will show you how you spend, save and live today so that you can make decisions that are right for you tomorrow. Best of all, you can still do all your daily banking such as manage accounts, pay bills and transfer money from wherever you have internet access. There’s never been a better time to start online banking.

Track your finances with safety and security

  • Track spending, from monthly necessities to daily indulgences
  • It’s safe and secure because it’s all within your online banking environment that you already know and trust
  • Your banking information stays with us
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    Create a budget that works for you 

  • It’s easy to create a budget that helps you achieve your goals
  • We’ll start you off in the right direction with a budget based on your last five months of transactions
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    Transactions are categorized automatically 

  • Your last five months of transactions are automatically categorized
  • New transactions are automatically categorized and updated daily
  • Automatic categorization saves you time (and makes it so easy to use)
  • You can easily rename categories or create sub categories
  • Create account groups so that transaction history and spending analysis for related accounts can be viewed together
  • Customers can change and/or exclude transaction categorization from their spending analysis
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    See your full financial picture 

  • Add other financial information such as cars, home, loans, investments and credit balances to get your full financial picture
  • Link to outside accounts: bring transactions from thousands of financial institutions across North America including banks, mortgage  lenders, credit unions and trading platforms into one place.
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    You can watch the video overview here.

     

    You can watch the video overview here.

     

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