Community First Credit Union: A Quick & Easy Guide to Business Online Banking

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Personal Financial Management Welcome.......................................................................................................................64 Understanding PFM Supporting Your Financial Plan. ................................................................................65 PFM Basics Online Banking Home Page.......................................................................................67 Your First PFM Session. ..............................................................................................68 Managing Categories..................................................................................................69 Automatic Categorization.................................................................................................... 69 Enter Manual Category........................................................................................................ 69 Split a Transaction Category............................................................................................... 70 Link an Account...........................................................................................................71 Report Widgets Net Worth.....................................................................................................................72 Budget. .........................................................................................................................73 Automatically Generate a Budget...................................................................................... 73 Create/Edit a Budget............................................................................................................ 74 Spending.......................................................................................................................75 Trends...........................................................................................................................76 Debts.............................................................................................................................77 Settings & Alerts Account Preferences...................................................................................................78 Text Enrollment...........................................................................................................79 Statement Preferences...............................................................................................80 Locations Locations......................................................................................................................81