Bank of Tennessee Online Banking Resource Guide

89 MoneyMonitor: Personal Financial Manager (PFM) Click the MoneyMonitor tab . A. Different links appear on the Home page to take you to interactive widgets with various information. • Budget : Track your monthly finances by adding targets to help you better manage your expenses. • Cashflow: Money moving in and out of your accounts. • Goals: Setting clear savings goals can help you plan for the future or get out of debt. • Net Worth : Sum up your assets and debts and view pie charts to see how funds are allocated. • Alerts: Alerts can be sent to you via email or text message when certain criteria are met. B. If you have any inquiries, click the Help button for assistance. C. Click the Add button to add accounts and click the Update button to modify account information. D. Use the search bar to search transaction information. E. Click the Customize Widgets button to quickly modify your user information. Widgets are located on the right side of the screen, so you can review and create new financial account standards.