Introducing Firstrust Personal Financial Management Tool

Discover the joy of financial clarity in real time with Firstrust's money and budget management tool.
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Personal Financial Management Tool
See how the Personal Financial Management Tool
helps your budget
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See Your Stats

Now you can get a visual overview of your transactions and easily analyze and interpret your financial patterns with new interactive data-driven widgets.

Create Transaction Categories

Sort your transactions by category (like dining out, gas, groceries and more) and create custom subcategories to keep things organized in a way that works for you and your budget.
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Align Your Accounts

Link any accounts you have at other financial institutions with your Firstrust Bank account to see all of your balances and transactions at a glance.
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GETTING STARTED
  • What is the Personal Financial Management (PFM) Tool?
    PFM is Firstrust Bank’s new personal financial management tool. This service allows you to budget and manage your finances by aggregating all of your accounts across multiple financial institutions so you can see balances and transactions all in one place, on any device. It’s safe, secure, and as convenient as it gets!
  • How do I rename Firstrust accounts?
    You can rename Firsturst accounts by going into Settings on the left navigation bar, then clicking on Account Preferences, which will display all your accounts. 
    1. Go to the Accounts section 
    2. Click on the account you’d like to rename to reveal the Details box
    3. Click on the pencil icon to the right of the Online Display Name
    4. Type the new name into the box provided
    5. Click the red check mark to save your changes
  • How do I rename Linked accounts?
    You can rename linked accounts by going into Settings on the left navigation bar, then clicking on Account Preferences, which will display all your accounts. 
    1. Go to the Linked Accounts section  
    2. Click on the account you’d like to rename to reveal the Details box
    3. Click on the pencil icon to the right of the Online Display Name
    4. Type the new name into the box provided
    5. Click the red check mark to save your changes
  • Why won't my linked account import into PFM?
    Not all types of online banking accounts are compatible. For example, you can only link accounts from domestic, US‑based financial institutions. If a specific financial institution does not appear during a search, it may not be currently accessible through our aggregation services. Financial institutions can be added so be sure to check back in the future.
  • If I update my login information for a linked account, how do I update it in PFM?
    Swipe left on the account or click the two vertical bars on the account tile to reveal the "Quick Actions." Click "Update Login." When the "Link Account" window appears, make your changes and click "Save."
  • Can I change the names of PFM categories?
    You cannot change the names of or delete the default categories or subcategories. You can add your own subcategories and then rename or delete them as you choose.
  • Can I export my categorized transactions from the Account Details page?
    Yes, for internally‑held accounts (not linked accounts), you can export transactions. The exported data will include category information if the selected format supports it.
  • Can I print PFM reports?
    Yes, using the printing capabilities built into your Internet browser to print PFM charts and graphs.
  • How will I know if my login credentials are out of date for a linked account?
    A "Last Updated" date appears on each linked account tile. If PFM determines the credentials are invalid, a warning icon will appear along with the length of time since the last successful update. If you click through to "Account Details" for the account, the system will prompt you to update the credentials for that account.