Budgeting tools allow users an easy
way to manage their finances using personal financial management (PFM).
Budgeting tools are only available for
accounts belonging to the end user's primary financial institution.
-
Select the main
menu, and then select Accounts.
-
Select the desired account.
-
Select Budgeting tools.
A browser screen opens and, using single-sign on, presents the PFM tools to the
user without any logon required.
-
Work with the PFM tools as desired.
-
Choose a situation and follow the corresponding steps.
| Situation |
Steps |
|---|
| iOS® |
Select Done next to the address bar to close the PFM
session and return to the Banno Mobile Account details
screen. |
| Android™ |
Select X next to the address bar to close the PFM session
and return to the Banno Mobile Account details screen. |
The end user returns to the Account details screen and can
continue their Banno Mobile session.
