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Personal Financial Manager


Planning for the Present and the Future

Personal Financial Manager, our newest online tool, empowers you to take control of your finances and simplify your life.

With Personal Financial Manager, you are always in touch with your finances, from your desktop, tablet or mobile phone.

Personal Financial Manager lets you manage your finances by aggregating all your account balances and transactions within Online and Mobile Banking. See your checking, savings, credit cards, loans and investments in one convenient, secure place, even if you’re on the go.

Personal Financial Manager is an online money management tool, integrated into Online and Mobile Banking. It is your one-stop location to see activity on all your accounts, including accounts you link from any financial institution, credit card company, farm equipment lender, mortgage company or your 401k provider.

You access a complete view of your financial picture with a single log-in.

  • Aggregate all of your accounts in one place
  • Review and categorize transactions
  • Establish budgets for spending
  • Set goals for saving and paying down debt
  • Review net worth and budget reports
  • Setup up account alerts…and more

Take the first step today to begin planning for your present and future. Spend time on what counts for you with a simple, consolidated view of all your account balances and spending habits so you can understand where you are now and where you want to go.

Personal Financial Manager Is Free

To access Personal Financial Manager and set up your account overview, you must be enrolled in American Federal Online Banking.

Contact your local American Federal Banker to learn more about Personal Financial Manager, or log in to Online Banking. Click the “Link Account” button (screenshot #1), review and accept the Terms and Conditions and begin using Personal Financial Manager.

Click the “Help” button on the Online Banking Menu Bar to access a Personal Financial Manager “PFM User Guide” with instructions, screen shots and frequently asked questions (screenshot #2).

Once enrolled, Personal Financial Manager is accessible through your desktop, tablet or mobile phone.

Personal Financial Manager is free to American Federal customers.

 

This information offers general advice and is not intended to be legal or tax advice. Consult your attorney, tax accountant or other professional.