First PREMIER Online Banking User Guide

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Personal Financial Management Welcome.......................................................................................................................75 About This Guide.................................................................................................................. 75 Understanding PFM Supporting Your Financial Plan. ................................................................................76 PFM Overview Online Banking Home Page.......................................................................................78 Your First PFM Session. ..............................................................................................79 Managing Categories..................................................................................................80 Automatic Categorization.................................................................................................... 80 Enter Manual Category........................................................................................................ 80 Split a Transaction Category............................................................................................... 81 Link an Account...........................................................................................................82 Report Widgets Net Worth.....................................................................................................................83 Budget. .........................................................................................................................84 Automatically Generate a Budget...................................................................................... 84 Create/Edit a Budget............................................................................................................ 85 Spending.......................................................................................................................86 Trends...........................................................................................................................87 Debts.............................................................................................................................88 Locations Locations and ATMs....................................................................................................89

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