Financial Organization

PLMT organizes your money into clear categories — personal and business — so you always know where your income goes and what is driving your spending.

• Personal categories: Income, Bills, Savings (Investments), Essentials, Lifestyle, and Out the Blue.
• Business categories: Revenue, Overhead, Savings (Investments), Essentials, Lifestyle, and Out the Blue.
• Customize subcategories, organize accounts, and review the transactions behind your totals.