Banner Online Banking eGuide

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Personal Financial Management Initial Setup...............................................................................................................115 Manual Accounts......................................................................................................117 Edit a Manual Account...................................................................................................... 118 Delete a Manual Account................................................................................................. 119 Categorizing Transactions................................................................................................ 120 Splitting a Transaction...................................................................................................... 121 Online Banking Home Page....................................................................................122 Net Worth Overview.......................................................................................................... 123 Budgets Overview............................................................................................................. 124 Auto-generated Budgets.................................................................................................. 125 Budgets From Scratch....................................................................................................... 125 Editing or Deleting a Budget............................................................................................ 126 Managing Budgets............................................................................................................ 127 Spending Overview........................................................................................................... 128 Spending: Recategorizing a Transaction........................................................................ 129 Trends Overview................................................................................................................ 131 Debts Overview................................................................................................................. 132 Cash Flow Overview.......................................................................................................... 133 Adding a Suggested Cash Event...................................................................................... 134 Creating Your Own Cash Event........................................................................................ 135 Editing, Deleting or Skipping a Cash Event..................................................................... 137 Services Credit Card................................................................................................................138 TruRewards............................................................................................................... 139 Statements................................................................................................................ 140 Text Enrollment........................................................................................................141 Stop Payment Request............................................................................................142 Reordering Checks...................................................................................................143 Change Address for All Accounts...........................................................................144 Live Chat....................................................................................................................145 Open Account Open a New Account...............................................................................................146 Settings Account Preferences................................................................................................147 Themes...................................................................................................................... 148 Accessibility............................................................................................................... 149 Locations Branches and ATMs.................................................................................................150