What is the Personal Finance Management tool?

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The Personal Finance Management (PFM) tool is a feature of Digital Banking that allows you:

  • Understand more about where you spend money.
  • Track your day-to-day financial life.
  • Establish budgets to reach your personal finance goals.
  • And more!

PFM focuses on why transactions happen. This involves adding a reason, or category, to each transaction in your transaction history. You can run reports to review your transactions and securely link accounts at other financial institutions to get a big picture perspective on your overall financial health.

Ready to get started with PFM?

This free tool is built into Digital Banking. To get started, log into Digital Bankingand select any of the following widget titles from your Digital Banking homepage:

  • Net Worth
  • Budget
  • Spending
  • Trends
  • Debts

After reviewing and accepting the Terms and Conditions, you can begin using Personal Finance Management.

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503.228.7077 or 800.527.3932
M-F 7 a.m.-7 p.m., Sat. 9 a.m.-3 p.m.

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Note: Email should not be used to share important or sensitive information.

The security and privacy of your information is important to us. When communicating with us via email please do not send any information that is considered confidential or sensitive in nature. If you need to communicate any personal information (account numbers, social security number, etc.) please feel free to call the number listed in my profile or contact OnPoint Member Services at 503.228.7077 or 800.527.3932.

 

 

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