Personal Financial Manager (PFM)

See ALL of your financial data in one place, not just your Union State Bank accounts. 

We believe that your data should be available to you whenever and wherever you want it.  Whether you are in the office on your computer, on your couch with an iPad, or sitting in the park with your iPhone, your data will always be right at your finger tips. 

 

Track Accounts & Transactions

Get the full picture - see all your balances and transactions together - in one place!

Checking, Savings, Credit Cards, Mortgage, Loans, Investments, Retirement, Personal Assets/Liabilities, and more...

Our PFM solution connects to almost every US financial institution that has internet banking capability.  PFM automatically pulls all your financial information into one place so you can finally get a full financial picture.

No more tedious data entry or bookkeeping.  Within minutes of a simple one-time set up, you will be able to visualize and interact with all of your financial data in one place.

 

 

Meaningful Budgets

A better way to budget - visualize and interact with your budgets in a more meaningful way.  Since not all budgets are created equal, using circles or "bubbles" to represent budgets allows you to quickly identify budgets that need the most attention.

 

At a glance, you will be able to determine a budget's:

  • State (color)

  • Relative Value (size)

  • Spending Progress (meter)

  • Relationship to other budgets

 

Categorize Spending

Don't just track spending, know your spending - get powerful insights on how you spend your money.

PFM spending pies allow you to quickly see where you are spending your money. 

PFM spending bars give you a simple way to visualize your spending according to time - or when you spend.  Toggle between Day, Week, Month, Quarter, and Year to quickly determine when you have spent your money.

 

Visualize & Take Action

Bringing it all together - create, print and email complete financial reports to stay on top of your finances.  Now you can interact with visually rich and informative reports on your iPhone or iPad, and then quickly email or print those reports right from the app. 

*printing and emailing reports is currently only available on the iPad

 

PFM is seamlessly integrated within our Premier Online Banking System.  Log in today and take advantage of this powerful tool. 

 

 

 

 

Contact Us to Talk to a Banker