Did you know that Suffolk Federal offers Personal Finance Management (PFM) right through your Online Banking! PFM is a money management tool that provides a simple way for you to better manage your finances and allows you to calculate your net worth, set budgets, view spending habits and even set up a debt payment plan!
- Account Aggregation: Allows you to add external accounts from other financial institutions and view them together with internal accounts on your Home page.
- Simple Categorization: Offers simplified transaction descriptions and automatic categorization across your internal and external accounts.
- Greater User Insight: Helps you better understand your financial data and spending behaviors–inside and outside Suffolk Federal.
- Helpful Visuals: Allows you to view your personal data in a variety of ways, such as budgets, spending, net worth, debts and trends.