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Personal Finance Management

Available with all personal accounts, Personal Finance Management allows you to see all of your accounts in one convenient place - even those from other institutions.

Personal Finance Management

Centrally manage your bank accounts, credit cards, and loans.

Get a complete picture of your finances with Personal Finance Management (PFM). Link your checking & savings accounts, retirement accounts, credit cards, and loans from Texas First Bank AND other financial institutions to PFM to view it all in one convenient spot – the Texas First Bank Online Banking (OLB) platform or Mobile App!

With PFM, the power to manage your spending and control your finances is in your hands. Easily build a budget, track your expenses, and get a better picture of where your paycheck goes each month.

One account, one password, one SECURE place to see all of your finances… free for all Texas First Bank customers.

Simplify your finances

  • A Complete View
    • Link your external accounts to get a 360° view of your personal finances
    • Easily add/hide/remove accounts
    • Track when, where, and how you spend in one place
  • Budgeting
    • Build a budget and manage it easily from your phone or computer
    • Easily categorize your spending and create a new categories for whatever life brings, like Christmas gifts or family vacations
    • Spot trends using colorful charts and bubbles to see where you are at any time in each of your budget categories
  • Net Worth
    • Find out how much you’re worth (your net worth). It may be more than you think.

Ready to Start Using PFM?

Log into your Online Banking account or download the Texas First Bank mobile app today.

Download on the App Store
Get it on Google Play