Bank Forward Personal User Guide

6

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