Union Bank
Personal Financial Management

Personal Financial Management

The interactive Personal Financial Management (PFM) tool allows you to monitor and budget your money within your Union Bank online banking session. By linking your external accounts, credit cards, assets and loans, PFM allows you to create budgets and track spending habits in an organized way.
There are no extra apps to install or additional tools to learn how to use. The PFM interface is easy to use and provides everything you need within one simple view, so that you can see the total picture of where your finances stand.


Different links appear at the top of the home page once you are logged-in to Online Banking. Each link provides you with various information about your finances:


For more information please call us at 800.753.4343 or visit one of our branches and talk to a bank representative.