Personal Financial Management Tool (PFM)
View all your finances at your fingertips! There is no need to sign into all your separate financial accounts (internal and external) and online payment portals. Our Personal Financial Management tool is a free real-time aggregation tool that helps you control your money on one screen with technology you can trust.
Connect Accounts - Your money in a 360-degree view.
See all your internal and external accounts from multiple financial institutions, including your credit cards and investments, in one place. Manage the account name, account type, interest rate, credit limit, original balance, account purpose, alerts, and historical balance.
Budgets - Get all the answers you need to make financial decisions.
Visualize your spending over time divided into categories. You'll be able to create custom budget categories, adjust the amount allocated for the budget, view historical budgets, and change projected income. You can use bubbles (circles) or the traditional bar to display your budgets.
Subscriptions & Expense Tracking - Understand how you spend your money.
Personal Finance automatically categorizes your spending, so you can better track all your expenses from your accounts in one place. You'll know where your money is really going by seeing where, when and how you spend.