Planning for the present and future
Personal Financial Manager (PFM), our newest online tool, empowers you to take control of your finances and simplify your life.
A new way to visualize and interact with your money
With PFM, you’re always in touch with your finances; from your desktop, tablet or mobile phone.
North American Banking Company is pleased to present a new way to manage all of your financial accounts (checking, savings, credit cards, loans, investments) in one place – even if you’re on the go. PFM is an online money management tool, integrated into online banking. It’s your one-stop shop to see activity on all your accounts from any financial institution.
North American Banking Company’s Personal Financial Manager makes keeping track of your finances a snap.
- 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
- Set up account alerts and more
To access PFM you must be registered for online banking. Not an online banking customer? Enroll now. PFM is accessible through your desktop, tablet or iPhone. To enroll, access online banking from your desktop, click on the PFM tab and review and accept the Terms and Conditions.
When you enroll in PFM, you will no longer manage a check register feature in online banking. We encourage you to download or print your transaction history in online banking prior to enrolling in PFM. Prior check register categories and notes will no longer be available to you as a PFM user. Ninety days worth of history will transfer to PFM. The system will begin categorizing and saving transactions from that point going forward.
Once you have enrolled in PFM, take it mobile by downloading the free Money Mobile app for the iPhone and iPad. Available at the App Store.
Personal Finance Manager is a Free Service
The Money Mobile Apps for iPhone and iPad are free at the App Store. There is no charge from North American Banking Company but message and data rates may apply.
To access your PFM for the first time from your iPhone or iPad you will need to generate an access code in online banking. From your desktop, select Settings. Click on the Mobile Devices tab and select Generate Access Code. You may add multiple mobile devices to PFM.
To review a list of frequently asked questions about the Personal Financial Manager, click here.