Banner Online Banking eGuide

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Deleting a Category..................................................................................................115 Personal Financial Management Initial Setup...............................................................................................................116 Manual Accounts......................................................................................................118 Edit a Manual Account...................................................................................................... 119 Delete a Manual Account................................................................................................. 120 Categorizing Transactions................................................................................................ 121 Splitting a Transaction...................................................................................................... 122 Online Banking Home Page....................................................................................123 Net Worth Overview.......................................................................................................... 124 Budgets Overview............................................................................................................. 125 Auto-generated Budgets.................................................................................................. 126 Budgets From Scratch....................................................................................................... 126 Editing or Deleting a Budget............................................................................................ 127 Managing Budgets............................................................................................................ 128 Spending Overview........................................................................................................... 129 Spending: Recategorizing a Transaction........................................................................ 130 Trends Overview................................................................................................................ 132 Debts Overview................................................................................................................. 133 Cash Flow Overview.......................................................................................................... 134 Adding a Suggested Cash Event...................................................................................... 135 Creating Your Own Cash Event........................................................................................ 136 Editing, Deleting or Skipping a Cash Event..................................................................... 138 Services Credit Card................................................................................................................139 TruRewards............................................................................................................... 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

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