Personal Financial Management
Categorize your transactions and set spending and saving budgets, all within online banking!
Our new Personal Financial Management (PFM) tool will help you track your spending across all of your cPort accounts, set budgets, and achieve your financial goals!
To get started, log in to online banking. Click on one of your accounts, and then click on the "Categories" button above your account details. Watch the "Help" videos to learn how to categorize your transactions, manage your spending categories, and set budgets.
With PFM, your spending and saving information will always be right at your fingertips!
If you have questions about using or signing up for Online Banking or PFM, please contact us by phone during our regular business hours (1-800-464-0253) or by e-mail at firstname.lastname@example.org.