Community First Credit Union a Quick and Easy Guide to Personal Online Banking

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PFM Basics Managing Categories The first step is to assign categories to the transactions in your primary checking account. You can add categories in multiple ways. Automatic Categorization Our PFM system can look at the data from debit card and credit card usage to suggest the categories. For example, our PFM system can look at information about the vendor as the credit or debit card transaction appears in your account detail. For example, if you purchase gas with your debit card, information about where you made a purchase often comes with the transaction information. When our PFM system sees a transaction from a gas station, the system suggests “Auto/ Transportation” as the category for the purchase.

Enter Manual Category For some transactions, the reason is not always clear. For example, you could use your debit or credit card at a national retailer like Target to purchase many different items, or you may use the ATM and withdraw cash. The system would not identify a purpose, so it would not suggest a category. These transactions require you to manually assign the category.

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From the Home Page , click an account to view the Account Details page . 1. Click the category icon or the icon to edit the category assigned to the transaction. 2. Choose the desired category from the sidebar. J K L M N O P Q R S T U V W X Y Z A B C D E F G H I

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PFM Basics: Managing Categories

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