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