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63

Understanding PFM: Supporting Your Financial Plan

Our Personal Financial Management service is fully integrated into Community

First’s Online Banking which, in most cases, allows transactions to be

automatically assigned to a finance category. Common categories include: “Gas/

Auto Expense,” “Entertainment,” “Medical Expenses,” “Rent,” and “Utilities.” If

a transaction is not automatically assigned a category, or if it’s not assigned to

the category that best matches that transaction, the category can be manually

assigned or edited for each transaction.

Each category has a corresponding icon assigned to it to help quickly identify a

transaction’s finance category. These icons are displayed next to each transaction

in the Account Details page.

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Click an account to view the

Account Details

page

.

A.

The category icons are displayed for each transaction.

B.

Manually change the category of a transaction by clicking an icon and

selecting a new option from the sidebar.

Getting started with PFM is rather easy and is explained in detail in the second

part of this guide. As you prepare to get started with PFM, please remember that

you can use just one or all of the PFM features. Some users will be happy with

assigning categories and running basic reports, and others will enjoy using PFM to

manage all aspects of your assets and liabilities.