PFM Sample Guide Murphy & Company
First page
Table of contents
Next page
Last page
Welcome
4
Personal Financial Management
4
About This Guide
4
Understanding PFM
5
Supporting Your Financial Plan
5
Getting Started
7
Online Banking Home Page
7
Your First PFM Session
8
Managing Categories
9
Automatic Categorization
9
Enter Manual Category
9
Split a Transaction Category
10
Link an Account
11
Report Widgets
12
Net Worth
12
Budget
13
Automatically Generate a Budget
13
Create/Edit a Budget
14
Spending
15
Trends
16
Debts
17
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