Bank Forward Personal User Guide

114

Creating Your Own Cash Event

11 12 13 14 15 16 21 22 23 24 25 26 1 2 3 4 5 6 K L M N O P U V W X Y Z A B C D E F 11 12 13 14 21 22 23 24 1 2 3 4 11 12 13 14 15 21 22 23 24 25 1 2 3 4 5 K L M N O U V W X Y A B C D E 11 12 13 14 15 21 22 23 24 25 1 2 3 4 5 1a 2a 3a 4a 5a 6a 1b 2b 3b 4b 5b 6b 1c 2c 3c 4c 5c 6c K L M N U V W X A B C D 1a 2a 3a 4a 5a 1b 2b 3b 4b 5b 1c 2c 3c 4c 5c K L M N O U V W X Y A B C D E 1 1 13 14 15 21 22 23 24 25 K L M N O U V W X Y A B C D E 11 12 1 1 21 22 23 24 25 1 2 3 4 5 11a 12a 13a 14a 15a 16a 1d 2d 3d 4d 5d 11b 12b 13b 14b 15b 16b 11a 12a 13a 14a 15a 1a 2a 3a 4a 5a 1b 2b 3b 4b 5b 1c 2c 3c 4c 5c 1a 2a 3a 4a 5a 1b 2b 3b 4b 5b 1c 2c 3c 4c 5c K L M N O U V W X Y D 1d 2d 3d 4d 5d 6d A1 B1 C1 D1 E1 F1 A2 B2 C2 D2 E2 F2 A3 B3 C3 D3 E3 F3 11a 12a 13a 14a 11b 12b 13b 14b 1d 2d 3d 4d 11b 12b 13b 14b 15b A1 B1 C1 D1 E1 A2 B2 C2 D2 E2 A3 B3 C3 D3 E3 11a 12a 13a 14a 15a 11b 12b 13b 14b 15b 1d 2d 3d 4d 5d 1d 2d 3d 4d 5d 1a 2a 3a 4a 1b 2b 3b 4b 1c 2c 3c 4c A1 B1 C1 D1 A2 B2 C2 D2 A3 B3 C3 D3 J1 A1 B1 C1 D1 E1 A2 B2 C2 D2 E2 A3 B3 C3 D3 E3 1a 2a 13a 14a 15a 11b 12b 13b 14b 15b 1 1 1 D1 1 A2 B2 C2 D2 E2 A3 B3 C3 D3 E3 1a 2a 3a 4e 5e 1b 2b 3b 4b 5f 1c 2c 3c 4c 5g 11a 12a 13a 14a 15a 1d 2d 3d 4d 5d A1 B1 C1 D1 E1 A2 B2 C2 D2 E2 A3 B3 C3 D3 E3 J2 J3 11b 12b 13b 14b 15b

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

10 13 14 15 16 17 18 19 20 23 24 25 26 27 28 29 30 3 4 5 6 7 8 9 J M N O P Q R S T W X Y Z C D E F G H I 10a 3a 4a 5a 6a 7a 8a 9a 10b 3b 4b 5b 6b 7b 8b 9b 10c 3c 4c 5c 6c 7c 8c 9c 10d 3d 4d 5d 6d 7d 8d 9d

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

13a 14a 15a 16a 17a 18a 19a 20a

A1 B1 C1 D1 E1 F1 G1 H1 I1

13b 14b 15b 16b 17b 18b 19b 20b

Click the Cash Flow tab from the Home page . 1. Click the + Add an Event button to add a cash event. 2. Click the “Create Your Own” link. 3. Choose an event type. 4. Create an event based on a past transaction. a. Select a transaction. b. Use the calendar to select a start date. c. Choose a repeat option. d. (Optional) Use the calendar to select an end date. e. Click the Save button. J1 J2 J3

C1 D1 E1 F1 G1 H1 I1

A2 B2 C2 D2 E2 F2 G2 H2 I2

C2 D2 E2 F2 G2 H2 I2

A3 B3 C3 D3 E3 F3 G3 H3 I3

C3 D3 E3 F3 G3 H3 I3

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