PFM Sample Guide Murphy & Company

9

Getting Started

Managing Categories The first step is to assign catagories to the transactions in your primary checking account. You can add catagories multiple ways. Automatic Categorization Our PFM system can look at the data from debit card and credit card usage to suggest the categories. For example, our PFM system can look at information about the vendor as the credit or debit card transaction appears in your account detail. For example, if you purchase gas with your debit card, information about where you made a purchase often comes along with the transaction information. When our PFM system sees a transaction from a gas station, the system suggests “Auto/Transportation” as the catagory for the purchase.

Enter Manual Category For some transactions, the reason is not always clear. For example, you could use your debit or credit card at a national retailer like Target to purchase many different items or you may use the ATM and pull out cash. The system would have no idea the purpose, so it would not suggest a catagory. These transactions require you to manually list the catagory.

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From the Home Page , click an account to view the Account Details page . 1. Click the category icon or the icon to edit the category assigned to the transaction. 2. Choose the desired category from the sidebar. J K L M N O P Q R S T U V W X Y Z A B C D E F G H I

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