Welcome to Personal Financial Management at its Best!

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!

FEATURES INCLUDE:

  • 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.

Want to learn more about how to use PFM? Check out these helpful video tutorials by clicking here. You may also view our User Guide or contact us anytime for assistance.

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