The Personal Finance Manager (PFM) is a free Account Aggregation tool accessible through FHB Online that lets you bring your accounts, whether at First Hawaiian Bank or another financial institution1, into a single location. Achieve your goals by creating and tracking monthly spending budgets and savings targets. Simplify your life by organizing your financial account information in one place, including banking, retirement, brokerage, credit card, mortgage, and other accounts, from over 17,000 financial institutions, giving you an integrated view of your overall financial picture.
The more accounts you add, the more complete of a picture you’ll be able to see.
Add new accounts from your Dashboard or Settings tabs.
Dashboard: See a consolidated view of assets and liabilities as well as a snapshot of net worth, income, expenses and savings goals.
Transactions: View transactions across all your accounts. Our categorization engine will categorize transactions automatically with the option to adjust categorization preferences and flag taxable transactions.
Analysis: Explore your earning and spending patterns by analyzing your income, expenses, and cash flow.
Budgets: Monitor and track monthly spending budgets and discover new ways to save.
Goals: Create savings goals and track the status against your monthly savings targets.
Investments: View the current status of your investment holdings across all financial institutions.
Settings: Manage external account information, profile details and setup alert notifications.