---
title: Personal Financial Management (PFM) Reviews
meta_title: 'Personal Financial Management (PFM) Reviews 2026: Details, Pricing, &
  Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Personal Financial Management (PFM) works for a business like yours.
date_modified: '2026-09-22'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---


# Personal Financial Management (PFM) Reviews
**Vendor:** Strands  
**Category:** [Other Finance & Admin. Software](https://www.g2.com/categories/other-finance-admin)  
**Total Reviews:** 1
## About Personal Financial Management (PFM)
Personal Financial Manager (PFM) is an award-winning personal finance application that drives engagement between account holders and financial institutions. A tool which allows a 360 degree vision of all bank accounts, aggregating the user’s entire financial picture on one, easy-to-use platform.




## Personal Financial Management (PFM) Reviews
  ### 1. Strands financial planner

**Rating:** 3.5/5.0 stars

**Reviewed by:** Zeeshan B. | Sr Business systems analyst, Enterprise (> 1000 emp.)

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** November 13, 2018

**What do you like best about Personal Financial Management (PFM)?**

It gives me a 360 picture of my finances. One stop for managing your finances

**What do you dislike about Personal Financial Management (PFM)?**

Does not categorize the product very well

**What problems is Personal Financial Management (PFM) solving and how is that benefiting you?**

We are integrating it to our banking homepage to let people see a dashboard of their finances which gives them insight in their spending and savings.


## Personal Financial Management (PFM) Discussions
  - [What is Personal Financial Management (PFM) used for?](https://www.g2.com/discussions/what-is-personal-financial-management-pfm-used-for)

- [View Personal Financial Management (PFM) pricing details and edition comparison](https://www.g2.com/products/personal-financial-management-pfm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-24+10%3A36%3A20+-0500&secure%5Bsession_id%5D=5d4a1089-7034-4203-ae66-ff37d40f0fb4&secure%5Btoken%5D=d678dd1b3afb27589caa9089d61a6ddbea0dc953b74f8509aa7eba87f0ba71b1&format=llm_user)

## Personal Financial Management (PFM) Features
**Additional Functionality**
- Distinct Finance & Accounting Functionality
- Specialized or Emerging Capabilities
- Niche Application

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

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