Shore United Bank Online & Mobile Banking User's Guide

» Balance Reporting View, export and print account balance reports quickly from one window! To begin, select Quick Balance Report from the Balance Reporting panel under the Cash Management Menu.

1 From the drop-down menu, select the account from which you would like to view a balance report. 2 Select the specific report you would like to view, such as Detail/Recent Transactions , Transfer To This Account, Transfer From This Account or Future View . 3 The Quick Balance Report shows you the individual and total balances of your listed accounts. 4 Utilize the I want to menu to save your search results as an HTML file, as a tab-separated file or for print. Also use the I want to menu to select accounts that you want to appear in your Quick Balance Report.

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