This topic provides information on personal finance management.

1. In the Global Configuration screen, click Personal Finance Management.
   The Personal Finance Management screen is displayed.

   Figure 3-52 Personal Finance Management

   
   

   
   Description of "Figure 3-52 Personal Finance Management"

   
   
2. Click Edit to specify the details under account.
   The Personal Finance Management - Edit screen is displayed.

   Figure 3-53 Personal Finance Management - Edit

   
   

   
   Description of "Figure 3-53 Personal Finance Management - Edit"

   
   
3. Click expand and specify the details.

   Figure 3-54 Budget

   
   

   
   Description of "Figure 3-54 Budget"

   
   

   Note:

   The fields marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 3-31 Budget - Field Description

   Field Name	Description
   Budget comparison months	Specifies the number of months used for comparing budgeted versus actual figures in reports or analysis.

   Figure 3-55 Goal

   
   

   
   Description of "Figure 3-55 Goal"

   
   

   Note:

   The fields marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 3-32 Goal - Field Description

   Field Name	Description
   Goals product code	Specifies the unique code identifying a particular goals product in the system.
   Number of transactions for goal	Defines the total number of transactions associated with the specific goal for tracking or reporting purposes.

   Figure 3-56 Insight

   
   

   
   Description of "Figure 3-56 Insight"

   
   

   Note:

   The fields marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 3-33 Insight - Field Description

   Field Name	Description
   Amount criteria for card insight	Specifies the minimum or maximum amount thresholds used for card insight analysis.
   Monthly average balance	Defines the average account balance calculated on a monthly basis for reporting or eligibility criteria.
   Number of days for average balance to be checked	Specifies the number of days over which the account balance is averaged for monitoring or reporting purposes.
   Number of days for deposit nearing maturity criteria insight	Defines the number of days before maturity when a deposit is flagged for insight or analysis.
   Number of days for end date criteria in card insight	Specifies the number of days considered from the end date when evaluating card insights or reports.
   Percentage criteria for card insight	Defines the percentage thresholds applied in card insight analysis for reporting or alerting purposes.
   Delimiter used to separate account and branch codes	Specifies the character or symbol used to separate account numbers and branch codes in system processing.
   Size of the thread pool	Defines the number of threads available in the thread pool for concurrent processing tasks.

   Figure 3-57 Spend Analysis

   
   

   
   Description of "Figure 3-57 Spend Analysis"

   
   

   Note:

   The fields marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 3-34 Spend Analysis - Field Description

   Field Name	Description
   Spend transaction add login event	Indicates whether a login event should be recorded when a spend transaction is added.
   Spend Demand Deposit Account transaction list	Specifies the list of transactions associated with the spend demand deposit account for reporting or monitoring purposes.

   Figure 3-58 Wealth Management

   
   

   
   Description of "Figure 3-58 Wealth Management"

   
   

   Note:

   The fields marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 3-35 Wealth Management - Field Description

   Field Name	Description
   Maximum Number of Nominee Allowed	Specifies the maximum number of nominees that can be assigned to an account or financial instrument.
   Number of Investment Account Allowed	Defines the maximum number of investment accounts a user is permitted to hold.
   Date Range Future Date For Standing Instruction	Specifies the allowable future date range for setting up standing instructions.
   Switch Funds of Same Fund House Allowed	Indicates whether users can switch funds within the same fund house.
   Number of Operation Allowed in Multiple Order	Specifies the maximum number of operations permitted in a single multiple order transaction.
   Number of Record in Report Generation	Defines the number of records included when generating a report.

4. Click Save to save the details.
5. Click Back to navigate to previous page.
6. Click Cancel to cancel the details.