1st SouthWest Bank Online Banking User Guide

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Services Stop Payment Request...............................................................................................74 Single Check ......................................................................................................................... 74 Multiple Checks ................................................................................................................... 76 Documents ..................................................................................................................78 Documents Enrollment ....................................................................................................... 78 Viewing eStatements/Notices............................................................................................. 80 Changing Enrolled Accounts............................................................................................... 81 Email Settings ....................................................................................................................... 82 Adding Additional Recipients ............................................................................................. 83 Deposit Checks............................................................................................................84 Enrollment ............................................................................................................................ 84 Depositing a Check .............................................................................................................. 85 Conversation Overview ..............................................................................................87 Starting a Conversation..............................................................................................88 Check Reorder.............................................................................................................89 Spending Habits Initial Setup..................................................................................................................90 Tagging Transactions........................................................................................................... 92 Splitting a Transaction......................................................................................................... 93 Spending Habits Dashboard......................................................................................95 Spending by Category ................................................................................................96 Budget ..........................................................................................................................98 Adding Budgets.................................................................................................................... 99 Managing Budgets............................................................................................................ 100 Add a Budget Alert............................................................................................................ 102 Cashflow Overview .................................................................................................. 103 Add a Bill or Income ......................................................................................................... 104 Net Worth ................................................................................................................. 105 Add an Unlinked Asset or Debt....................................................................................... 106 Goals.......................................................................................................................... 107 Adding Goals ..................................................................................................................... 108 Save for Goals.................................................................................................................... 108 Pay Off Goals ..................................................................................................................... 109 Add a Goal Alert ................................................................................................................ 110 Managing Goals ................................................................................................................ 111 Settings Profile ........................................................................................................................ 112