Personal Financial Management
Staying on top of your budget isn't always easy when life gets hectic and unexpected expenses pop up. Our Personal Financial Manager (PFM) is an online money management tool that empowers you to take control of your finances and simplify your life. Visualize and interact with your money right through your computer to get a handle on your spending and create a better financial future for yourself.
- Integrated single Log-on for all accounts via Cross Bank Online Banking
- Consolidate all your online access to other banks, credit cards, mortgages, loans, and investments into one centralized location
- Aggregation of all transaction and balances, allowing you to categorize all your transactions on one site to simplify spending tracking and budgeting
- Track spending by category and set budgets
- Manage your debt
- Figure your net worth
- Optimized to be used on all of your devices (including mobile, tablet, and desktop)
Get started today by logging on to your Online Banking and select the PFM (Personal Financial Manager) at the top of the page. Read and accept the terms and conditions and you are ready to begin.