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Welcome: Supporting Your Financial Plan
Our Personal Financial Management service is fully integrated into United
Community Bank’s Online Banking which, in most cases, allows transactions to
be automatically assigned to a finance category. Common categories include
“Gas/Auto Expense,” “Entertainment,” “Medical Expenses,” “Rent,” and “Utilities.”
If a transaction is not automatically assigned a category or if it’s not assigned to
the category that best matches that transaction, the category can be manually
assigned or edited for each transaction.
Each category has a corresponding icon assigned to it to help quickly identify a
transaction’s finance category. These icons are displayed next to each transaction
in the Account Details page.
Getting started with PFM is rather easy and is explained in detail in the second
part of this guide. As you prepare to get started with PFM, please remember that
you can use just one or all of the PFM features. Some users will be happy with
assigning categories and running basic reports, and others will enjoy using PFM to
manage all aspects of your assets and liabilities.
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Click an account to view the
Account Details
page
.
A.
The category icons are displayed for each transaction.
B.
Manually change the category of a transaction by clicking an icon and
selecting a new option from the sidebar.