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? Our newest Internet Teller feature is here to help revolutionize the way you spend, track, and budget your money.
Personal Financial Management (PFM) is a new 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’ll be able to track just where your money is actually 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.
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. Not only that, charts and graphs quickly show you 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