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PFM Basics: Your First PFM Session

PFM Basics

Your First PFM Session

Once enrolled in our PFM feature, you will notice categories in the account detail

information. Our system is designed to securely view your transactions and

suggest categories.

For your accounts enabled from our institution, you can immediately run reports

and get your first glimpse into your financial spending. There may be a few

transactions where we will need additional information:

Uncategorized Transactions -

A

icon indicates our system did not

have enough data to suggest a category. To add a category simply click

the

and choose from the category list that appears to the right.

Checks -

Unless your check was scanned at a merchants location, our

PFM system will most likely not know why you wrote a check. Just like the

transactions above, click the

icon and select a category to assign the

transaction.

ATM Withdrawals -

Some consumers classify an ATM withdrawal for

entertainment however, you can assign a category to the withdrawal by

clicking the

icon and assigning a category.

The next few pages will walk you through the details of setting up your PFM

experience, including adding other accounts and more categorization options.