Deerwood Bank Consumer Online Banking Desktop User Guide

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In the Sidebar Menu , click Financial Manager . A. Different links appear on the Home page to take you to interactive widgets with various information. • Budget : Track your monthly finances by adding targets to help you better manage your expenses. • Cashflow: Is the money moving in and out of your accounts. • Goals: Setting clear savings goals can help you plan for the future or get out of debt. • Net Worth : Sum up your assets and debts and view pie charts to see how funds are allocated. • Alerts: Alerts can be sent to you via email or text message when certain criteria are met. B. If you have any inquiries, you can click the Help button for assistance. C. Clicking the Add button allows you to add accounts while clicking the Update button lets you modify account information. D. You can use the search bar to retrieve specific transaction information. E. Widgets are located on the right-hand side of the screen so you can review and create new financial account standards. Click the Customize Widgets button to quickly modify your user experience.

Services: Financial Manager