54 / 62
54
Services: Personal Finance Manager (PFM)
Services
The interactive PFM tool allows you to monitor and budget your money in one
familiar place: Online Banking with UCCU’s Home page. 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.
•
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 gage how additional
payments or payoffs affect your finances.
Note
: For more information on PFM, please visit our PFM guide.