Stanford Federal Credit Union Online Banking Guide for Members

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Tools & Requests Financial Management

The interactive PFM tool allows you to monitor and budget your money in one familiar place: Online Banking with Stanford FCU’s Home page. By linking your external accounts, credit cards, assets and loans, PFM allows you to create budgets and track your spending habits without leaving our website.

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 gage how additional payments or payoffs affect your finances.

Tools & Requests: Financial Management