Get an insight on banking industry
Lifestyle banking requires banks to become a part of customers’ daily lives which means going beyond traditional banking and connecting with customers on personal and emotional levels. Customers want banks to help them improve their overall financial well-being.
Learn how can banks leverage PFM solutions to provide lifestyle banking experience to customers.
A FinTech that provides white-labelled Financial Management solutions to banks to enhance the banking experience.
Starting your financial journey is super simple!
To keep track of your spending, you first need to set up an account to spend from!
Press the + button on the first card on your dashboard. Select an account type and add how much you have in this account. You’re all set to track your spending!
Track your spending through the + button at the bottom of the screen. Select whether this is something you’re spending (an expense) or something you’re receiving (an income), or even if this is a loan you’ve taken or given to someone.
Add in the amount, category, and account you’re spending from – and you’re all set to record your transaction! Want to add more details so you can recall the transaction better? No, problem! You can add in a description, labels, link a receipt from your storage, and even connect it to an event happening in your life.
Take this to the next level and add a budget to decide what you can spend this month. Scroll to the bottom of the dashboard and press Create next to Your Budgets. Select a category and an amount you don’t want to cross; this will create a monthly repeating budget for you.