P1FCU Home Banking & Bill Pay eGuide

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Changing a Category Name. ......................................................................................79 Editing a Category. ......................................................................................................80 Deleting a Category.....................................................................................................81 Contacting Client Services..........................................................................................82 Personal Financial Management Initial Setup. .................................................................................................................83 Linking an Account............................................................................................................... 83 Categorizing Transactions................................................................................................... 84 Splitting a Transaction......................................................................................................... 85 Online Banking Home Page. ......................................................................................86 Spending Overview. ............................................................................................................. 87 Spending: Recategorizing a Transaction. .......................................................................... 88 Budgets Overview. ............................................................................................................... 90 Auto-generated Budgets. .................................................................................................... 91 Budgets From Scratch.......................................................................................................... 91 Editing or Deleting a Budget............................................................................................... 92 Managing Budgets. .............................................................................................................. 93 Trends Overview................................................................................................................... 94 Net Worth Overview............................................................................................................. 95 Debts Overview. ................................................................................................................... 96 Services Stop Payment Request. ..............................................................................................97 Single Check ......................................................................................................................... 97 Multiple Checks . .................................................................................................................. 98 Reordering Checks......................................................................................................99 Mobile Deposit Enrollment. .................................................................................... 100 Mobile Deposits........................................................................................................ 101 Account Preferences................................................................................................ 102 Updating Your Contact Info. ................................................................................... 103 Text Enrollment........................................................................................................ 104 Statements/Alerts..................................................................................................... 106 Statement/Alerts Setup. ................................................................................................... 106 Statement/Alerts Overview.............................................................................................. 107 Alerts................................................................................................................................... 107 Alert Settings...................................................................................................................... 108 eStatements....................................................................................................................... 109 eStatement Settings.......................................................................................................... 110 Notices................................................................................................................................ 111 Alert Settings...................................................................................................................... 112 eStatements....................................................................................................................... 113