Heritage Oaks Bank Personal Online Banking eGuide

Advanced Bill Pay

Categories

Staying organized is essential to keeping your finances in check. With categories, you can easily group like payments together for unity when creating reports. Assigning and organizing your payees into specific groups called Categories ensures increased convenience when paying your bills.

To Add / Modify Categories:

Click on the Bill Payment tab. 1. Click on the Helpful Resources panel. Select View/Modify Categories . 2. To add a category, simply enter a unique category name. 3. Click Add . 4. Category names can be modified by entering a new name 5. Icons that help differentiate the categories can also be changed. 6. It is easy to delete categories by checking the box under the Delete column. 7. Choose Continue or Don’t Save Changes .

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