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Table of Contents
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Welcome Personal Financial Management.........................................................................4 About This Guide...................................................................................................4 Understanding PFM Supporting Your Financial Plan. ..........................................................................5 Getting Started 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 Net Worth.............................................................................................................12 Budget. .................................................................................................................13 Automatically Generate a Budget..............................................................13 Create/Edit a Budget...................................................................................14 Spending...............................................................................................................15 Trends...................................................................................................................16 Debts.....................................................................................................................17