PERSONAL FINANCIAL MANAGER (PFM)

You can now sign up for Direct Connect and manage your The Bank of Oswego account(s) from within Quicken, QuickBooks or Microsoft Money. You will be able to synchronize your transactions, pay bills if using Quicken or Microsoft Money, perform transfers between your checking and savings accounts and schedule recurring payments (NOT SUPPORTED BY QUICKEN MAC) without having to be logged into Internet Banking first.

If you currently utilize Quicken, QuickBooks or Microsoft Money you can access the Personal Financial Manager Registration Form by selecting The Bank of Oswego as your financial institution. Once the registration process is complete you will be able to process your transactions.

If you are not a current user of Quicken, QuickBooks or Microsoft Money and would like to purchase a program click on the PFM of your choice displayed on the sign on screen. Once the purchase process is complete and you are in the program select The Bank of Oswego as your financial institution and complete the Personal Manager Registration Form. After this is completed you will be able to process your transactions.

IMPORTANT TIP: THE USER ID WITHIN THE PERSONAL FINANCIAL MANAGER PROGRAM WILL ALWAYS BE YOUR SOCIAL SECURITY OR TAX ID NUMBER (WHICHEVER IS APPLICABLE). YOU WILL CREATE A SPECIAL PASSWORD FOR USE WHEN ACCESSING THE PERSONAL FINANCIAL MANAGER.