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
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
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
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.
You can watch the video overview here.
You can watch the video overview here.