Did You Know?
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More than 26M people use online PFM services today |
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30,000 new people are signing up every day |
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Most financial institutions offer PFM, for free, as part of the online banking site |
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Personal alerts can help make sure you never forget to pay a bill or overdraw an account again |
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You can also add mileage and reward programs to keep track of expiring miles and accrued earnings |
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Saving for a trip or treat? Integrated savings calculators can tell you how much you need to save each month, set up a plan, and show you your progress |
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Large transaction alerts will tell you immediately of any large purchases on any credit card to help protect you from fraud |
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You will be able to automatically pre-populate and file your 2010 taxes directly from your PFM service, with special advice and support from H&R Block® |
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Understanding exactly where your money is going, by category, each month is the biggest and best catalyst for behavioral change. Do you know where you stand? |
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78% of consumers using a PFM service say it has given them greater control of their finances (Aite survey, Jan. 2010) |
