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## 3.1.10 Personal Finance Management

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.

Parent topic: Global Settings