Take control of your finances with our integrated personal financial management (PFM) tool.
Our NEW Personal Financial Management (PFM) tool is now available on CityNET!
The PFM tool is an enhanced dashboard within CityNET Online Banking, which hopes to take financial wellness to the next level.
How the PFM tool works:
• Automatically creates a budget based on your spending habits, bills and income.
• Updates and categorizes transactions, creating a picture of how the user spends their money.
• Link external accounts, like checking accounts, credit cards, retirement accounts, mortgages or loans and more!
• User may also compare their expenditures as far back as a year’s time.
PFM is only available with Elite Checking. Customer must be enrolled in CityNET Online Banking. If you are not a CityNET Online Banking user, you can learn more about CityNET Online Banking here. Inactive users will be deactivated from using the product after six months of inactivity.
Take control of your finances with our integrated personal financial management (PFM) tools.
Create budget categories to stay on track and plan for wherever life takes you.
Spending & Trends
Track your spending to see where your money is going each month and analyze trends to better know your spending habits.