JE-PFM
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  • Introduction to JE-PFM
    • Importing Bank Data
    • Quick Start Guide
    • Navigating JE-PFM
    • Setting Up Your Profile
  • Authentication Overview
    • Configuration
    • Email & Password
    • OAuth
    • Magic Links
  • Managing Accounts
    • Account Types
    • Viewing Transactions
    • Data Privacy & Security
    • Transaction History
    • Automatic Categorization
  • Feature Overview
    • Expense Reports
    • Family & Team Accounts
    • OFX/QFX File Import
  • Budget Overview
    • Tracking Budget Progress
    • Setting Budget Categories
    • Budget Insights

Documentation

Learn how to import accounts, tag transactions, and track your finances

Introduction to JE-PFM

An overview of the JE-PFM personal finance management platform, what it does, and who it's for.

Authentication Overview

Learn how authentication works in JE-PFM and the sign-in methods available.

Managing Accounts

An overview of financial account types and how to manage them in JE-PFM.

Feature Overview

A summary of all JE-PFM capabilities for managing your personal finances.

Budget Overview

Understand how budgets work in JE-PFM and how they help you manage spending.

JE-PFM

Simple, secure personal finance management. Import your bank data and see insights in seconds.

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