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Personal Finance Management

Personal Finance Management (PFM) refers to software that helps users manage their money. PFM often lets users categorize transactions and add accounts from multiple institutions into a single view. PFM also typically includes data visualizations such as spending trends, budgets and net worth.

Typical Features

At its core, PFM allows users to aggregate financial transactions in one place and then use that data to manage their money. In some cases, these transactions have to be entered manually, but an increasing percentage of products automate the process. PFM typically shows cash flow, spending trends, goals, net worth, and debt management. It also allows users some level of customization for managing their money.

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