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.
 

Download the 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 'Cashflow' to track regular income and bills.
5. Create specific financial targets under the 'Goals' tab.