Bank Forward Personal User Guide

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75 Initial Setup.................................................................................................................. Linking an Account............................................................................................................... 75 Unlinking an Account .......................................................................................................... 76 Categorizing Transactions .................................................................................................. 77 Splitting a Transaction......................................................................................................... 78 Online Banking Home Page.......................................................................................79 Spending Overview.............................................................................................................. Spending: Recategorizing a Transaction........................................................................... 81 Budgets Overview................................................................................................................ 83 Auto-generated Budgets..................................................................................................... 84 Budgets From Scratch ......................................................................................................... 84 Managing Budgets............................................................................................................... 86 Trends Overview .................................................................................................................. 87 Cash Flow Overview............................................................................................................. 88 Adding a Suggested Cash Event......................................................................................... 89 Editing, Deleting or Skipping a Cash Event ....................................................................... 92 Net Worth Overview ............................................................................................................ 93 Debts Overview.................................................................................................................... 94 Bill Pay Express Bill Pay Overview ........................................................................................................ Creating a Payee .................................................................................................................. 95 Editing a Payee ..................................................................................................................... 97 Deleting a Payee .................................................................................................................. 98 Making a Single Payment...........................................................................................99 Paying Multiple Bills................................................................................................. Payment Activity....................................................................................................... 101 Cancel a Pending Payment ..................................................................................... 102 Bill Pay Advanced Bill Pay Advanced Overview.................................................................................... 103 Hiding or Unhiding Payees from Payment Screen ....................................................... Hide a Payee...................................................................................................................... 105 Unhide a Payee ................................................................................................................. 105 Creating a Payee Overview ..................................................................................... 106 80 85 90 95 100 105 Locations Branches and ATMs....................................................................................................74 Financial Tools Editing or Deleting a Budget............................................................................................... Creating Your Own Cash Event ..........................................................................................