United Community Bank Inc PFM eGuide

First page Table of contents Next page Last page
Welcome4
Personal Financial Management4
About This Guide4
Understanding PFM5
Supporting Your Financial Plan5
Getting Started7
Online Banking Home Page7
Your First PFM Session8
Managing Categories9
Automatic Categorization9
Enter Manual Category9
Split a Transaction Category10
Link an Account11
Report Widgets12
Net Worth12
Budget13
Automatically Generate a Budget13
Create/Edit a Budget14
Spending15
Trends16
Debts17

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