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Money Management Resources

Take control of your finances with our Money Management tool, Personal Finance. Not sure where to start? Check out our short instructional videos below to learn how to use the various tools to help you manage your finances and achieve financial success.  


    • Video Summary:
      This tutorial will walk you through the 4 recommended steps to take when you first start using these tools. You will learn how to link your accounts, review your transaction history, set up a budget, and monitor notifications.

    • Video Summary:
      Visualize all of your accounts in one place, to see a full picture of your finances. In this tutorial, we'll learn how to reorder accounts, add accounts, hide, duplicate, close, and delete accounts.

    • Video Summary:
      This powerful tool allows you to see all of your debts in one place and create an expedited payoff plan. In this tutorial, learn how to use the debt chart, dive deeper into debt details, update debt priorities that make sense for you and more.
    • Video Summary:
      In this tutorial, learn how to automatically generate a budget based on the last 90 days of your spending. We will also cover how to create and edit budget categories, create sub-budgets, and more.
       

    • Video Summary:
      The Cash Flow tool combs through your transactions to help you understand your historical spending and predict future spending. In this tutorial, learn how to create and edit cash events, view your events in a calendar, and more.


    • Video Summary:
      In this tutorial, you will learn how to create savings, retirement and debt goals. Once your goals are created, manage your contributions, goal priority and more.

    • Video Summary:
      Your financial worth is more than just the number in your checking account. It includes savings accounts, retirement accounts, property, investments, bonds, debt like student and car loans, and so on. In this tutorial, we will cover how to view your net worth, add property accounts, and more.

    • Video Summary:
      The Spending tool breaks down how much you spend in various categories and how much income you bring in. In this tutorial, we will learn how to visualize your spending and income in a pie chart, list, and more.

    • Video Summary:
      Where did you come from? Where did you go? It's tough to know what to do with your money in the moment if you don't know where you've been and where you're going. The Trends tool can help you with that.

    • Video Summary:
      The Transactions tool will provide an overview of your recent spending across all of the accounts you connected. This will give you a comprehensive look at your spending. In this tutorial, we will learn how to search, filter, edit, tag transactions, and more.

Please note that the functionality shown in these videos may vary slightly depending on the version of the Personal Finance money management tool currently available to Premier Bank.