See your spending habits in a visual pie chart representation.

Track your monthly finances by adding targets to help you manage your expenses.

Track your habits even further to see how you spend your money over time.

See all your income and expenses on a given day, including future predictions. Know ahead of time if you’ll be able to afford a big purchase.

Total your assets and debts and view a line graph to see how funds are allocated.

View all your debts and view payment plans to become debt-free as quickly as possible.

The tools within PFM help you calculate your net worth, set budgets, view your spending habits and trends, and set up a debt payment plan. Before you can start taking advantage of this tools and to set up your financial goals, you will need to link the accounts from other institutions.

 

Click the Link Account button from your home page. Locate your financial institution Locate your financial institution using the list or the search bar. To enter it manually, click the Get Started button.   Enter your user ID and password for each account. Click the Continue button to finish linking an account.

The icon gives you additional options to perform quick actions on the most used tools without having to navigate through different pages.

 

 

View Activity Access the Account Details page to review the activity on a specific account.   Quick Transfer A simple and fast way to make transactions within your OAS FCU accounts.   Nickname Account Label each of your accounts to differentiate your accounts and to keep your finances organized.   Move to Organize your account by categories. Simply create a group and drag the account that belongs to it.

Gives you the total amount of money in your accounts and breaks down those funds into percentages.

Each colored piece represents one of your accounts and displays its percentage of total funds as well as the balance.

The "View Transactions" link gives you more information.