PFM Overview

You can expand or hide each tile using the three dots at the top right corner:

To control which tiles are displayed, select Hide Dashboard Tiles from the Account Details section of the Manage Profile screen.

There will be sections on the My Accounts screen when PFM is turned on:

Accounts

Net Worth

You can add assets or debts by clicking the + button or Add Items:

The assets and debts will be listed and your Net Worth will be projected.

Budget Progress

Transactions

Goals Progress

Spending Wheel

This tile displays a quick breakdown of spending by category. Users can view their spending habits during the past week, month, 3-month, and 6-month periods.

Transactions are automatically categorized by the system based on origin and type. Users can personalize the category used for each transaction by selecting it from the Transactions Tile and entering a new tag.

You can select either of the settings icons to change which accounts are included in the calculations.

The View Analyzer link displays to the users a graphical breakdown of their spending by date and category.

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