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Last Modified Tuesday August 25, 2015

Alliant Money Management and Budgeting Tool

Welcome to the Alliant Money Management and Budgeting Tool (formally the PFM Tool). 

Created to help you successfully manage your money, the Alliant Money Management and Budgeting Tool shows you the categories you spend the most on (dining out, groceries, travel, etc.) as well as helps you visualize your revolving cash flow and net worth. 

Why use the Alliant Money Management and Budgeting Tool?

  • See all your balances and transactions together in one place, automatically. Have a separate 401(k) or credit card with another financial institution? It’s no problem to add them.
  • Understand your spending patterns via the tool’s easy-to-read charts and graphs.
  • Conveniently access the tool at home or on-the-go on our Alliant Mobile App.
  • It’s simple . . . and free.

The Alliant Money Management and Budgeting Tool also lets you set budgets and tag individual transaction amounts to ensure accuracy.

To get started using Alliant Money Management and Budgeting Tool, please make sure you have the latest version of the Alliant iPhone or Android App. If you don't already have our app, visit the iTunes App Store the Google Play Store to download it today.

     

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