---
title: Personal Financial Management - How To Set Up
description: How to set up Personal Financial Management within Digital Banking.
---

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### Highest Rate Available

# Online Savings Accounts

Open an Online Savings Account and begin earning our enhanced-yield TODAY. Available online exclusively, from First Bank. Build Better!

### 4.08% APY

![online-savings---above-average---vert-hero](https://www.mutualfederal.com/hs-fs/hubfs/Images/forPages/online-savings---above-average---vert-hero.jpg?width=600&height=750&name=online-savings---above-average---vert-hero.jpg)

## [![Add To Cart](https://no-cache.hubspot.com/cta/default/4395456/interactive-127994154095.png) ](https://www.mutualfederal.com/hs/cta/wi/redirect?encryptedPayload=AVxigLJ7tGLGlt5y1oQF9eldBRMMQerEjBx0yQ8fh%2BiWbDw5gCOSlrVMdY%2FynS07eKIOroOwHGRxZTLmOTbhYiObw7PySKQnPxUkcfKQlOpfjKUZ%2Bktslt7px4PGWTDa9Fa2WyIvb0lxjkodIE70CcD%2BhndrKzH7Ol0LD6odNt4IwgIxHVQl59Mzua5vbEhFUd%2FtstCByk1y6fwZXjQo&webInteractiveContentId=127994154095&portalId=4395456)

## A financial management solution

### Now available in Digital Banking

*  
An all-in-one tool to view your finances!  
*

We are committed to helping you achieve your financial goals and providing exceptional financial experiences. We are constantly seeking ways to enhance our services to better support you.

We are excited to introduce a new feature designed to help you monitor and manage your financial accounts more effectively. Our personal finance dashboard offers a consolidated view of all your financial accounts, allowing you to plan for your needs with ease. Securely accessible from both your desktop and mobile phone, this dashboard serves as a one-stop hub for making informed financial decisions.

*Would you like to set up your own personal financial dashboard?*

With this feature, you no longer need to juggle multiple online accounts across various banks and credit cards. Now, you can link them together versus viewing each in separate dashboards requiring different log-in credentials. You can create and review unlimited budgets, track your spending over time, and calculate your net worth by aggregating all your financial accounts into one convenient dashboard.

Take control of your personal finances today!

![Percentage](https://www.mutualfederal.com/hubfs/Mutual%20Federal/MF%20Icons/Percentage.svg)

 

## Easy setup

*Set up your Personal Financial Management Dashboard from any device, within Digital Banking.*

* *

**1) Click Get Started.**

![lp-pfm1](https://www.mutualfederal.com/hs-fs/hubfs/Images/forPages/lp-pfm1.png?width=600&height=158&name=lp-pfm1.png)

**  
2) Read through information. Click Continue.**

![lp-pfm2](https://www.mutualfederal.com/hs-fs/hubfs/Images/forPages/lp-pfm2.png?width=600&height=302&name=lp-pfm2.png)

**  
3) Click on Terms and Conditions and read. Check box to accept. Click Get Started.**

![lp-pfm3](https://www.mutualfederal.com/hs-fs/hubfs/Images/forPages/lp-pfm3.png?width=600&height=324&name=lp-pfm3.png)

**  
4) Enrollment is complete.**

**![lp-pfm4](https://www.mutualfederal.com/hs-fs/hubfs/Images/forPages/lp-pfm4.png?width=600&height=344&name=lp-pfm4.png)**

5) Click Link Account to begin the External Account Linking process.

 

It only takes a few minutes. 

***Get organized today!

***

## Nationwide Surcharge-Free ATM Locations

First Bank is a proud member of the Allpoint Network, bringing you over 55,000 surcharge-free ATMs worldwide:

[Search and find an Allpoint ATM near you.](https://allpointnetwork.com/locator.html)

[![allpoint-logo](https://www.mutualfederal.com/hs-fs/hubfs/Images/Email/allpoint-logo.png?width=180&height=103&name=allpoint-logo.png)](https://allpointnetwork.com/locator.html)

## **We're here.**

If you need assistance, or have any questions, we're here to help.

[*Contact Us*](https://www.mutualfederal.com/contact-us)

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