TechGride

Personal Financial Management System

PFMS

Personal Financial Management System(PFMS) refers to the digital tools that consumers use to manage their financial situation. PFMS tools help individuals to maintain their everyday financial expenses. These tool having following option to maintain the expense record.

Budget Management : PFMS tools allows you to create and track budgets. You can set expense limits for different categories (like groceries, entertainment, education, and miscellaneous utilities) and monitor your expenses against these limits.
Expense Management : PFMS allows you to categorize and analyze your expenses transactions. It provides clearer, digital categorization of your expenses, allowing you to understand where your are expending more money against your budget limits.
Card Management : PFMS tools help you to understand expense transactions, where you have expended the money and how much you have paid or you have to pay against your expenses
Loan Management : These tools allow you to maintain the your loan EMI, EMI details, when have and how much have to pay

How to Use PFMS product

First configure the expense type and payment mode

Goto menu bar and select Expense Management option and then select setting option and click on Payment Mode

Add Expense Type

Menu Expense Management Settings Payment Mode
Add Expense Type name as you want. Its depends on you, how many do you want to create. There is no limitation. Follow the below steps to configure the expense types.

Select Expense Types
Type Expense Type in exp type name text box
Description is not mandatory
Click on add button
Click on submit button

Add Exp Mode Type

Menu Expense Management Settings Payment Mode
Add Expense Mode name. Cash is by default. You can add credit card and other payment mode. Select Payment mode and then select credit card option
Select Bank name and enter credit card number. No need to add actual card number, add number which you can identify.

Expense Entry

Menu Expense Management Exp Entry
Expense Entry module helps you to maintain your expenses. You can make entry of your expenses everyday to maintain the financial expenses and can check your expenses latter where you had been expended.

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