PFM Sample Guide Murphy & Company

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Report Widgets

Budget To help you understand your financial progress, we offer the Budget widget. This is a simple but powerful tool, as you can set budget amounts, and the widget compares the actual spending to your goals. Automatically Generate a Budget To save time, PFM can automatically set budget suggetions based on your previous activity. Once you run the Budget widget, it generates an amount which you can accept or manually edit.

Report Widgets: Budget