What is AllData PFM?

AllData PFM is a financial tool located within online banking.

This member resource tool is a value-added tool that enables you to create a complete financial snapchat including all of your accounts and financial institution accounts.

It offers these benefits:

  • Convenient access to a view of all of your financial accounts

  • The ability to track savings, goals, budgets and spending habits

  • Information and resources to make well-informed decisions

It's features include:

  • Balance and transaction alerts

  • Financial dashboard

  • Expense categorization engine

  • Budget wizard

  • Customized spending alerts

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