Financial Management Tool
Use this tool to view and manage all of your personal finances from within Web24 online!
What’s available in the PFM:
- Dashboard View displays different aspects of your financial state at a glance. Widgets such as the Cash Flow, Net Worth and Recent Transactions help you identify valuable information.
- Account Aggregation is the ability to retreive balances and transactions from all your financial institutions. Including other banks, credit unions, brokerage accounts, credit cards, store charge cards and more.
- Transactions provide you the ability to view all transactions from the accounts you chose to aggregate in one central list.
- Analysis is a visual view of your collective financial state, allowing the evaluation of cash flow over time as well as identification of the largest expense categories.
- Budgets and Goals give you the means to strengthen fiscal discipline through the ability to track and understand your spending and saving details.
- Investments shows you a consolidated view of securities across your investment accounts.