Personal Financial Management
Tools to help you monitor and report on accounts at Boston Private and other institutions
In this video, learn about the key features of Personal Financial Management, including:
- Transaction categorization
- Setting a personal or family budget
- Tracking your spending and reporting on cash flow
Both Boston Private and non-Boston Private accounts’ transactions will be auto-categorized for you. You can then reassign categories or create custom sub-categories based on your preferences.
Your spending will be broken down by category so you can get a picture of where your money is going each month.
Trends shows you your overall spending by month compared with your income to show you net income over time.
Set a monthly budget by Transaction Category and monitor whether your spending matches your budget.
Track your current and historical net worth by comparing all of your assets to all of your debts across Boston Private and non-Boston Private accounts.
For more in-depth walk-though videos and additional help documentation, visit the Help & Support site.
Go to Help & Support