Navigating JE-PFM

This guide walks you through the main areas of the JE-PFM interface so you can find what you need quickly.

Dashboard

The dashboard is your home screen after signing in. It provides a high-level summary of your finances:

• Net worth card — total assets minus total liabilities across all linked accounts.
• Account summary — a list of your accounts grouped by type (checking, savings, credit card, investment, loan) with current balances.
• Recent transactions — the most recent activity across all accounts.
• Spending chart — a visual breakdown of spending by category for the current month.

Accounts Page

Click Accounts in the sidebar to see all of your financial accounts. Each account card shows the institution name, account type, current balance, and the date of the last import. Click any account to drill into its transaction history.

Transactions Page

The Transactions page provides a unified view of every transaction across all accounts. Use the filters at the top to narrow results by:

• Date range
• Account
• Category
• Amount range
• Search text (payee name, memo, or reference)

Click any transaction to view its full details, edit its category, or add notes.

Budgets and Reports

Access Budgets from the sidebar to view and manage your monthly budget categories. The Reports section generates expense breakdowns, income summaries, and trend charts over custom date ranges.

Settings

Profile, security, and import preferences are all available under Settings in the sidebar or from the avatar menu in the top-right corner.