Personal Finance Manager

It is a module which allows to easily keep up with the family budget. The client is able to know where and on what money is being spent. This module helps to monitor and manage the expenses and revenue in an easy and effective system without wasting time.

  • Budgets

    User can create a budget for a category, which may have a frequency and amount. 

  • Future Planning

    Data made available by the bank application
  • Account Aggregation

     

    Registration of the virtual account 
  • Notifications

    Channels will be addressed via: e-mail, SMS and secure messaging.

All accounts can be available in a unique view, with transactions categorized and in real time. PFM allows you to create budgets and control where you are overspending.

DOCUMENTS

PFM.pdf