Suffolk Federal Your Guide to Personal Online Banking

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Changing a Category Name. ......................................................................................81 Deleting a Category.....................................................................................................82 Contacting Client Services..........................................................................................83 Personal Financial Management Initial Setup. .................................................................................................................84 Linking an Account............................................................................................................... 84 Unlinking an Account........................................................................................................... 85 Categorizing Transactions................................................................................................... 86 Splitting a Transaction......................................................................................................... 87 Online Banking Home Page. ......................................................................................88 Net Worth Overview............................................................................................................. 89 Budgets Overview. ............................................................................................................... 90 Auto-generated Budgets. .................................................................................................... 91 Budgets From Scratch.......................................................................................................... 91 Editing or Deleting a Budget............................................................................................... 92 Managing Budgets. .............................................................................................................. 93 Spending Overview. ............................................................................................................. 94 Spending: Recategorizing a Transaction. .......................................................................... 95 Trends Overview................................................................................................................... 97 Debts Overview. ................................................................................................................... 98 Services Stop Payment Request. ..............................................................................................99 Single Check ......................................................................................................................... 99 Multiple Checks . ............................................................................................................... 100 Check Reorder. ......................................................................................................... 101 Mobile Deposits........................................................................................................ 103 CardSwap. ................................................................................................................. 104 Getting Started. ................................................................................................................. 104 Overview............................................................................................................................. 106 Settings Account Preferences................................................................................................ 107 Text Enrollment........................................................................................................ 108 Statement Delivery................................................................................................... 110 Themes and Languages........................................................................................... 111 Accessibility............................................................................................................... 112 Locations Branches and ATMs. ................................................................................................ 113