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Welcome to AllData PFM,

 

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Get started with our account aggregation service to achieve greater insight into your complete financial picture for you.

Accounts

 

  •  Banking $73,002

  •  Credit Card $91,932

  •  Investment $8,680,786

  •  Retirement $1,527,250

  •  Mortgage $721,174

  •  Other Assets $600,000

Cash Flow

 

Net Income: $9,651

Income: $33,062

Expenses: $23,411

Net Worth

 

Net Worth: $3,555,620

Assets: $4,368,726

Liabilities: $813,106

Budget Watch

 

$2,840 of $3,200 spent

$366 remaining in your total budget

3 Budgets On Track

1 Budget Off Track

Savings Goals

 

$101,500 of $135,000 saved

Save $1,210 per month to achieve your goals

2 Goals On Schedule

1 Goal Off Schedule

1 Goal Achieved

 Recent Transactions 

 

Date Description Category Amount
New York Times, Ppd Wages & Salary $7,128.00
ATM CHECK DEPOSIT Deposit $14,000.00
Gordon Biersch Alcohol & Bars -$118.22
Cafe Medina Restaurants -$13.96
Garren NY Personal Care -$232.84

 

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TD Ameritrade
The login information provided for the institution site is incorrect (301)
Citizens Bank
The institution site is currently unavailable (108)
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Springfield Credit union
Updates Temporarily Unavailable
Effective:
XYZ Bank
Automatic Updates Unavailable
Effective:
Dinero Credit Union
Updates Unavailable
Effective:

Top Expenses

 

- 2/1/2013 - - -


top Investment Positions

 

symbol Amount ACCTS
AXP $21,498 2
GE $20,235 3
F $19,005 3
CSCO $17,521 4
CAT $15,421 1
PN $13,487 2
HAC $12,001 2

Help center

 

PFMWidget provides convenient access to a holistic view of your financial life. With a current, comprehensive understanding of your overall financial situation, you will be better positioned to be more informed about your overall financial picture to help you stay on budget and achieve your goals.