AltaOne Online Banking Member Guide

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Services

The interactive PFM tool allows you to monitor and budget your money in one familiar place: AltaOne Online Banking. By linking your external accounts, credit cards, assets and loans, PFM allows you to create budgets and track your spending habits without leaving our website. Personal Finance Manager (PFM)

Different links appear on the home page, which take you to interactive widgets with various information. • Budget : Track your monthly finances by adding targets to help you better manage your expenses. • Cashflow: Add income and bills like your paycheck, rent or utilities to see your monthly cashflow. • Goals: Set financial goals to keep yourself on track. • Net Worth : Sum up your assets and debts and view pie charts to see how funds are allocated.

Note : For more information, please visit our PFM guide.

Services: Personal Finance Manager (PFM)