Working with budgeting tools

Budgeting tools allow end users to easily manage their finances using personal financial management (PFM) without needing to manage a separate logon.

  1. Choose a situation and follow the corresponding step.
    Situation Steps
    Begin from the main Banno Online menu Select the main Banno Online menu.
    Begin from the Accounts section Select an account from the Accounts section.
  2. Select Spending habits.
  3. Explore the budgeting tools.