6 Scheduling Multiple Payments..................................................................................73 Setting Up Autopay.....................................................................................................74 Editing a Payment.......................................................................................................75 Deleting a Payment.....................................................................................................76 Setting Up E-Bills..........................................................................................................77 Cancelling E-Bills..........................................................................................................78 Setting Up Reminders.................................................................................................79 Editing a Reminder......................................................................................................80 Alerts.............................................................................................................................81 Creating a Report........................................................................................................82 Editing a Report...........................................................................................................83 Deleting a Report.........................................................................................................84 Editing a Funding Account..........................................................................................85 Edit Current Funding Account.............................................................................................85 Changing Funding Account.................................................................................................86 Creating a Category.....................................................................................................87 Changing a Category Name.......................................................................................88 Deleting a Category.....................................................................................................89 Financial Tools Initial Setup..................................................................................................................90 Linking an Account...............................................................................................................90 Unlinking an Account...........................................................................................................91 Categorizing Transactions...................................................................................................92 Splitting a Transaction.........................................................................................................93 Online Banking Home Page.......................................................................................94 Spending Overview..............................................................................................................95 Spending: Recategorizing a Transaction...........................................................................96 Budgets Overview................................................................................................................98 Auto-generated Budgets.....................................................................................................99 Budgets From Scratch..........................................................................................................99 Editing or Deleting a Budget............................................................................................ 100 Managing Budgets............................................................................................................ 101 Trends Overview................................................................................................................ 102 Cash Flow Overview.......................................................................................................... 103 Adding a Suggested Cash Event...................................................................................... 104 Creating Your Own Cash Event........................................................................................ 105 Editing, Deleting or Skipping a Cash Event..................................................................... 107 Net Worth Overview.......................................................................................................... 108 Debts Overview................................................................................................................. 109
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