Banner Online Banking eGuide

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Outstanding Payments Status of Bill Payments Paid by Check ................................................................. 109 Personal Financial Management Initial Setup............................................................................................................... 110 Manual Accounts ..................................................................................................... 112 Edit a Manual Account...................................................................................................... 113 Delete a Manual Account................................................................................................. 114 Categorizing Transactions ............................................................................................... 115 Splitting a Transaction...................................................................................................... 116 Online Banking Home Page.................................................................................... 117 Net Worth Overview ......................................................................................................... 118 Budgets Overview............................................................................................................. 119 Auto-generated Budgets.................................................................................................. 120 Budgets From Scratch ...................................................................................................... 120 Editing or Deleting a Budget............................................................................................ 121 Managing Budgets............................................................................................................ 122 Spending Overview........................................................................................................... 123 Spending: Recategorizing a Transaction........................................................................ 124 Trends Overview ............................................................................................................... 126 Debts Overview................................................................................................................. 127 Cash Flow Overview.......................................................................................................... 128 Adding a Suggested Cash Event...................................................................................... 129 Creating Your Own Cash Event ....................................................................................... 130 Editing, Deleting or Skipping a Cash Event .................................................................... 132 Services Credit Card................................................................................................................ 133 TruRewards............................................................................................................... 134 Text Enrollment........................................................................................................ 135 Stop Payment Request............................................................................................ 136 Reordering Checks................................................................................................... 137 Change Address for All Accounts........................................................................... 138 Chat 139 Open Account Open a New Account............................................................................................... 140 Current Applications Status of Applications in Progress ......................................................................... 141

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