Jefferson Bank Your Personal Guide to Online Banking

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Personal Financial Management Initial Setup............................................................................................................... 109 Linking an Account............................................................................................................ 109 Categorizing Transactions................................................................................................ 110 Splitting a Transaction...................................................................................................... 111 Online Banking Home Page.................................................................................... 112 Net Worth Overview.......................................................................................................... 113 Budgets Overview............................................................................................................. 114 Editing or Deleting a Budget............................................................................................ 115 Managing Budgets............................................................................................................ 116 Spending Overview........................................................................................................... 117 Spending: Recategorizing a Transaction........................................................................ 118 Trends Overview................................................................................................................ 120 Debts Overview................................................................................................................. 121 Settings Account Preferences................................................................................................ 122 Accessibility............................................................................................................... 123 Locations Branches and ATMs................................................................................................. 124

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