United Community Bank: A Quick and Easy Guide to Online Banking and Bill Pay

6

Rush Delivery...............................................................................................................71 Schedule Payments ....................................................................................................72 Automatic Payments ..................................................................................................73 Editing Pending Payments .........................................................................................75 Cancel Pending Payments .........................................................................................76 Viewing Transaction Details.......................................................................................77 Single Transaction................................................................................................................ 77 Multiple Transactions.......................................................................................................... 78 Creating a Reminder...................................................................................................80 Managing Reminders .................................................................................................82 Editing Reminders.......................................................................................................83 Deleting Reminders ....................................................................................................84 Moving Payments .......................................................................................................85 Editing Account Name................................................................................................86 Deleting an Account ...................................................................................................87 Personal Financial Management Initial Setup..................................................................................................................88 Linking an Account............................................................................................................... 88 Unlinking an Account .......................................................................................................... 89 Initial Setup..................................................................................................................90 Linking an Account............................................................................................................... 90 Categorizing Transactions .................................................................................................. 91 Splitting a Transaction......................................................................................................... 92 Online Banking Home Page.......................................................................................93 Spending Overview.............................................................................................................. 94 Spending: Recategorizing a Transaction........................................................................... 95 Budgets Overview................................................................................................................ 97 Auto-generated Budgets..................................................................................................... 98 Budgets From Scratch ......................................................................................................... 98 Editing or Deleting a Budget............................................................................................... 99 Managing Budgets............................................................................................................ 100 Trends Overview ............................................................................................................... 101 Cash Flow Overview.......................................................................................................... 102 Adding a Suggested Cash Event...................................................................................... 103 Creating Your Own Cash Event ....................................................................................... 104 Editing, Deleting or Skipping a Cash Event .................................................................... 106 Net Worth Overview ......................................................................................................... 107 Debts Overview................................................................................................................. 108 Services Stop Payment Request............................................................................................ 109

Made with FlippingBook Learn more on our blog