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

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PFM Basics

Online Banking Home Page Personal Financial Management is easily accessed from the home page (Accounts Summary) within Online Banking. There are five widgets within the Personal Financial Management service: Net Worth, Budget, Spending, Trends, and Debts. These widgets help you review and manage the data within PFM. Although you are enrolled in Online Banking, you will need to activate the PFM features. To do this, simply select any of the five widget titles and an enrollment screen will display. After reviewing and accepting the Terms and Conditions, you can proceed and begin using PFM.

Different links appear on the home page, which take you to interactive widgets with various information. • Net Worth : Sum up your assets and debts and view pie charts to see how funds are allocated. • Budget : Track your monthly finances by adding targets to help you better manage your expenses. • Spending : See how you’re spending money in a visual representation. • Trends : Track your habits even further to see how you spend your money over time. • Debts : Lets you see all your debts at once to guage how additional payments or payoffs affect your finances.

PFM Basics: Online Banking Home Page