In order for our PFM tools to work properly, make sure your transactions are correctly categorized. When all your accounts are linked to PFM, your transactions are automatically categorized. Common categories include gas/auto, entertainment, medical expenses, rent and utilities. If a transaction needs to be reassigned, you can manually edit in the category.
Click an account to view the Account Details page.
- Click a category icon to edit the category.
- Select a new category.
- Click the arrow icon to view sub-categories.
- Click the + Add Sub-Category button to add a different sub-category.
- Enter the sub-category's name and click the check button.