Before you can begin managing your finances, you need to link all accounts, credit cards, and loans to our personal financial management tool.
When your account is imported into PFM, transactions are automatically categorized, however, some transactions may need manual adjustments.
Within PFM, your net worth is tracked each month, allowing you to monitor your financial progress.
A Budget helps you manage your money based on how much you earn and spend.
Our Spending tool helps you stay on top of your expenses and ensures transactions are properly organized.
Trends gives you a chart of your spending habits in each category compared to your income.
Our useful Debts tool helps you quickly pay down your debt, saving you money that would otherwise be spent on interest.
