United Community Bank: A Quick and Easy Guide to Online Banking and Bill Pay

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Table of Contents Getting Started

New User Enrollment ...................................................................................................8 Logging In.....................................................................................................................10 Logging Off ........................................................................................................................... 10 Unlock Login ................................................................................................................11 Forgot Login.................................................................................................................12 Resetting a Forgotten Password ...............................................................................13 Accounts Home Page Overview .................................................................................................15 Account Details Overview ..........................................................................................17 Quick Transfer.............................................................................................................19 Account Nickname......................................................................................................20 Details & Settings........................................................................................................21 Manage Accounts Overview ......................................................................................................................22 Tagging an Account ....................................................................................................23 Editing an Account Tag........................................................................................................ 24 Deleting an Account Tag ..................................................................................................... 25 Manual Accounts ........................................................................................................26 Adding a Manual Account................................................................................................... 26 Editing a Manual Account ................................................................................................... 27 Deleting a Manual Account................................................................................................. 28 Financial Tools Financial Tools Initial Setup .......................................................................................29 Enrolling in Financial Tools ................................................................................................. 29 Linking an Account............................................................................................................... 30 Unlinking an Account .......................................................................................................... 31 Categorizing Transactions .................................................................................................. 32 Splitting a Transaction......................................................................................................... 33 Online Banking Home Page.......................................................................................34 Spending Overview.............................................................................................................. 35 Spending: Transaction Details............................................................................................ 36 Spending: Recategorizing a Transaction........................................................................... 37 Spending: Tagging a Transaction....................................................................................... 39 Spending: Splitting a Transaction ...................................................................................... 40 Budgets Overview................................................................................................................ 41 Auto-generated Budgets..................................................................................................... 42