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Personal Finance Manager

Crush Your Money Goals

Smarter money decisions start with Personal Finance Manager (PFM). Get a complete financial snapshot so you can track your spending, savings, and investments.

Your “I-Have-My-Act-Together” Finance Tool

No need for multiple apps. PFM gives the holistic snapshot you need for smart money management.

All Your Money, in One Place

Sync all your Axos and non-Axos accounts, so you have a holistic view of your funds. Savings, investments, checking accounts – track them all.

Track Your Spending

View every transaction. They’re auto categorized to reveal spending patterns and insights into your purchasing behavior.

Plan for Life’s Major Milestones

Visualize your saving and investing, so you can adjust your strategy as you draw closer to retirement and other life events.

Always Secure, Always Private

Your privacy is a big deal for us. We won’t sell your financial data to other companies (unlike many “free” account aggregators). This means that PFM will always be free – with no annoying ads.

On top of keeping your data private, we also keep it safe. PFM is locked and guarded with the same bank-level security we use for all accounts.

Ready. Set. Grow.

Ready to level up your money skills? It’s easy to get started.

Sign In

Sign in on the Axos App or online.

No Axos account? No problem! Download our app to get started.

Link an Account

Once you’re in, select Add an Account.

Pro tip: Link all your accounts for full insights.

Dive In

Track your spending. Monitor your savings. Check your transactions.

Need help? Ask Evo – your 24/7 virtual financial assistant. Available online and in the app.

Digital tools at your fingertips.

Easier, smarter banking starts with the Axos all-in-one mobile app.

  • Sync all financial accounts into one dashboard.
  • Analyze your saving and spending behavior.
  • Chat 24/7 with a virtual financial assistant.
  • Add, move, and send money to friends and others.
  • Automate your bill payments.
  • Monitor your credit score for free.