Personal Financial Planning can be reached by the tab "Planner" in the main navigation. If it is not yet activated, the activation screen is shown. On this dialog you can choose whether you want to use the Personal Financial Planning as private or business customer. The two options mentioned differ only in terms of the category system. Having accepted the special terms and having clicked the button "activate Personal Financial Planning", the Planner is activated.

By accepting the special terms of use, you agree that your transactions and the data that was created by you are used for provision of the Planner functionality.

In addition to the transaction data, manual categorization, rules and budgets are persisted. Your data are safe with the Personal Financial Planning since they are protected by our high security standards. No data are passed to third parties.      

For use of the Planner, you need a Deutsche Bank cash account that is operated in Euro, clearing for Deutsche Bank OnlineBanking and you require the permission to view account balandes and transactions.