Gain a clear picture of your finances.
Personal financial management without ever having to leave the Dacotah Bank online or mobile banking session. The PFM tool gives customers easy access to spending analysis, budgeting and other aggregation and categorization tools.
Easy access, 24/7.
The Personal Financial Management tool is integrated into your desktop banking and mobile app. Using the feature is simple.
How do you get started managing your finances? Enroll in the Dacotah Bank Mobile App or in Online Banking start exploring the Personal Financial Management tool today.
FAQs: Personal Financial Management
Learn Even MoreAccounts, spending... tracked in one place.
At Dacotah Bank we want to empower you to take control of your finances. With the Personal Financial Management tool, you can conveniently view most of your accounts from all financial institutions in one location. This tool monitors your transactions and allows you to take control of your finances and simplify your life based on your budget.
Custom Categories
Be in control of your budget.
How much did you spend on gas this month? How much is left on your house loan, or auto loan?
All your accounts and spending are tracked in one place. Follow the colored budget bubbles along with other aggregation and categorization tools to see where you exceeded your budget. Adjust accordingly to hit your financial goals.
Trends & Highlights
PFM Tool Highlights
Follow your financial trends in one location across all of your external accounts. Track your spending trends and debt trends and learn how to manage your money or arrange your payment schedule to pay off debt faster. This feature allows you to stay on top of your finances and encourage better financial habits.
- Easily add external or internal accounts
- View external accounts together with Dacotah Bank accounts.
- Automated categorization
- View budgets, spending, net worth, debts and your trends in one place.
Add External & Internal Accounts
Account aggregation is easy.
Quickly and efficiently add or remove external and internal accounts and view them together in your Dacotah Bank account. This will help you manage all your funds in one place.
- Log Into online/mobile banking
- Click Menu > Accounts
- Click Personal Financial Management
- Click Link Account
- Click Continue.
- Accept terms and conditions
- Start using PFM