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Your Personal Financial Management System

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, 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


How do I start?

  1. Add additional accounts from other financial institutions in order to view all
    your accounts in one convenient place.

  2. Customize the 'tag' names on your transactions to get the most
    accurate financial picture.

  3. Set up monthly Spending Targets within the 'Budget' area to organize
    your tagged transactions.

  4. Use 'Cash Flow' to track regular income and bills.

  5. Create specific financial targets under the 'Goals' tab.












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Quick and Easy

Deposit a check anywhere, anytime by just using your online application on your mobile device.