Give yourself a 360° view of your finances. Our Personal Financial Management (PFM) tool is designed to help you budget, plan for the future, work towards specific financial goals and make informed decisions.
You can see all of your financial accounts in one place including bank accounts and investments as well as other assets including your personal residence or other real estate. You can also see your mortgage, credit cards, and other loans. All balances are automatically updated so you always have current information.
You can establish a budget, categorize and track your monthly expenses, set special savings goals and alerts to help monitor your progress, and review your earning and spending patterns by analyzing your income, expenses and cash flow.
It’s easy to get started. Simply login to Online Banking, select BUDGET in the main menu, and accept the Terms and Conditions. Add your accounts – be sure to have your Online ID and Passwords ready for each of the accounts you want to include. Select the financial institution where the account is located, enter your Online ID and Password, and you’re set. Each account will be immediately added and you’ll be ready to start easily tracking your finances all from one place.
Not using Online Banking? Enroll today! Click Online Banking in the menu above.
Deposit products offered by Iroquois Federal Saving and Loan. Equal Housing Lender . Member FDIC.
Insurance Products/services available through Iroquois Insurance, a subsidiary of Iroquois Federal.
Not a Deposit • Not insured by FDIC or any other governmental agency • May Lose Value • Not guaranteed by Iroquois Federal • Subject to risk
© 2020 Iroquois Federal Savings and Loan