What is Personal Finance Manager?
Personal Finance Manager is a robust, feature-packed Personal Finance Manager that helps you stay on top of your budget and financial goals:
- Track expenses across customizable categories
- Use your expense history to build an accurate budget
- Create savings goals and track your progress
- Analyze your spending patterns to reduce unnecessary expenses
- Track the performance of your investments
What do I need to use Personal Finance Manager?
Using this powerful tool is easy. By categorizing your online banking transactions, you can begin learning where your money goes and looking for places you might be able to save. Personal Finance Manager works well on most of today's browsers.
What types of accounts can I include in Personal Finance Manager?
By default, Personal Finance Manager will include all your United Bank accounts, as well as loans. Using a feature called "account aggregation," you can also include any other accounts for which you have online access. For example, you can bring in data from:
- Investment Accounts
- Mortgage/Home Loans at another institution
- Outside Checking or Savings Accounts
- Outside Auto or personal loans
- Outside Credit Cards
How secure is my personal account information?
United Bank uses the latest Internet security available, including secure communications (SSL), firewalls, 256 bit encryption, and operating systems that have been designed to provide maximum security.
Do I need extra software or hardware to use Personal Finance Manager?
No extra software is necessary. You can access your Personal Finance Managerfrom almost any PC that has Internet access.
Will Personal Finance Manager work with my current Internet Service Provider?
Yes, Personal Finance Manager works with any ISP.
Can I access my accounts from both home and work?
Yes, you can access your accounts from almost any PC.
If you have additional questions, contact United Bank for assistance.