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PFM Basics

PFM Basics: Online Banking Home Page

Online Banking Home Page

Personal Financial Management is easily accessed from the home page (Accounts

Summary) within Online Banking. There are five widgets within the Personal

Financial Management service: Net Worth, Budget, Spending, Trends, and Debts.

These widgets help you review and manage the data within PFM.

Although you are enrolled in Online Banking, you will need to activate the PFM

features. To do this, simply select any of the five widget titles and an enrollment

screen will display. After reviewing and accepting the Terms and Conditions, you

can proceed and begin using PFM.

Different links appear on the home page, which take you to interactive widgets

with various information.

Net Worth

: Sum up your assets and debts and view pie charts to see how

funds are allocated.

Budget

: Track your monthly finances by adding targets to help you better

manage your expenses.

Spending

: See how you’re spending money in a visual representation.

Trends

: Track your habits even further to see how you spend your money

over time.

Debts

: Lets you see all your debts at once to guage how additional

payments or payoffs affect your finances.