Ever wonder where your money went?
Find out today
with Personal Financial Management
Have you ever wondered how much of
your money you actually spend at the grocery store in a month?
How about the amount you pay in utilities over the course of a
year? Internet Teller has a great feature to help
revolutionize the way you spend, track, and budget your money.
Personal Financial Management (PFM) is a FREE
feature that gives you the tools you need to make a budget and
categorize what you spend. By spending just a few minutes of
time, you are able to track exactly where your money is
going each month. Just drag and drop your transaction into
whichever category (such as housing, automobiles, kids, pets,
bills, etc.) it pertains to and it will be tracked.
And if that wasn't enough, this feature actually learns over time!
After a couple of months categorizing transactions, just click the "Auto Categorize"
button and PFM will analyze your transactions and if it finds
transactions that you regularly categorize into a specific category,
it will do the work for you!
With PFM, you will keep track of what you spend and how well you
stick to your budget. And because it is totally FREE to
our members, it's a great alternative for users who want just
the basic features of expensive money management software
packages without the added cost of additional software.
Each time you log in, you are able to see at a glance if you are
staying within your budget. Charts and graphs quickly show you
how much you were under or over your allotted amount for the month.
This way, you can make adjustments for the next month where needed.
PFM can be your one-stop tool for all things budget-related.
Just log in, click on your account in Account Center, and click
the Categories link to get started. Track where your
paycheck goes and learn where adjustments can be made to save
you money in the long run!
New for 2012!:
Categorized transaction information can now be exported to
Excel or .csv! To download your transactions, expand the
"Chart" section that displays the pie chart and budget
chart. In the header bar there is a new link that says
"Download Transactions". Use that link to export your
information into the file format of your choice.|
Get started today! Just click on your account, then
look for the
link in Internet Teller.
Still have questions? Check out our
Frequently Asked Questions about PFM