![Man typing on laptop for business online banking](/assets/files/4UM2QRGu/man-typing-on-a-laptop-invoice-concept.jpg_s=1024x1024&w=is&k=20&c=-ooPU0XY0UJHAeka68JXpE25VTU7TOi4VN1Q9IS_V0g=.jpg)
![Man typing on laptop for business online banking](/assets/files/4UM2QRGu/man-typing-on-a-laptop-invoice-concept.jpg_s=1024x1024&w=is&k=20&c=-ooPU0XY0UJHAeka68JXpE25VTU7TOi4VN1Q9IS_V0g=.jpg)
PFMS - Insights/Spending Habits
Why should I use a Personal Financial Management System (PFMS)?
PFMS provides you the tools to help successfully manage and track your finances. You can create a budget, monitor expenses, and set goals. We'll also allow you to track your upcoming bills and income and enable you to view all your accounts in one convenient location. PFMS can help you in intangible ways to improve your overall financial health.
Quick Start Guide
Quick Start Guide
How do I start?
- Add additional accounts from other financial institutions in order to view all
your accounts in one convenient place. - Customize the 'tag' names on your transactions to get the most
accurate financial picture. - Set up monthly Spending Targets within the 'Budget' area to organize
your tagged transactions. - Use 'Cash Flow' to track regular income and bills.
- Create specific financial targets under the 'Goals' tab.
![woman using a smartphone](/assets/files/CIy03K4e/wide-mobile-1600x665.jpg)
Quick and Easy
Deposit a check anywhere, anytime by just using your online application on your mobile device.