PFM Sample Guide
|
Welcome |
4 |
|
Personal Financial Management |
4 |
|
About This Guide |
4 |
|
Understanding PFM |
5 |
|
Supporting Your Financial Plan |
5 |
|
Getting Started |
7 |
|
Online Banking Home Page |
7 |
|
Your First PFM Session |
8 |
|
Managing Categories |
9 |
|
Automatic Categorization |
9 |
|
Enter Manual Category |
9 |
|
Split a Transaction Category |
10 |
|
Link an Account |
11 |
|
Report Widgets |
12 |
|
Net Worth |
12 |
|
Budget |
13 |
|
Automatically Generate a Budget |
13 |
|
Create/Edit a Budget |
14 |
|
Spending |
15 |
|
Trends |
16 |
|
Debts |
17 |