Bank Forward Personal User Guide

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Bill Pay Advanced Payments Overview. ...................................................................................................73 Hiding or Unhiding Payees from Payment Screen........................................................... 74 Creating a Payee Overview. .......................................................................................75 Creating a Payee: Company.......................................................................................76 Creating a Payee: Person............................................................................................78 Part 1 of 3: Choosing Payee and Payment Method......................................................... 78 Part 2 of 3: Adding Payee Information.............................................................................. 79 Part 3 of 3: Keyword (Email Only) and One-Time Activation Code................................. 80 Editing a Payee.............................................................................................................81 Deleting a Payee..........................................................................................................82 Scheduling Payments..................................................................................................83 Rush Delivery...............................................................................................................84 Recurring Payments....................................................................................................86 Editing Payments.........................................................................................................87 Skipping Payments......................................................................................................88 Canceling Payments....................................................................................................89 Setting Up eBills...........................................................................................................90 Adding an Account......................................................................................................91 Editing an Account.......................................................................................................92 Deleting an Account....................................................................................................93 Editing Personal Information.....................................................................................94 Editing Alerts................................................................................................................95 Categories....................................................................................................................96 Editing a Category.......................................................................................................97 Deleting a Category.....................................................................................................98 Personal Financial Management Initial Setup..................................................................................................................99 Linking an Account............................................................................................................... 99 Unlinking an Account........................................................................................................ 100 Categorizing Transactions................................................................................................ 101 Splitting a Transaction...................................................................................................... 102 Online Banking Home Page.................................................................................... 103 Spending Overview........................................................................................................... 104 Spending: Recategorizing a Transaction........................................................................ 105 Budgets Overview............................................................................................................. 107 Auto-generated Budgets.................................................................................................. 108 Budgets From Scratch....................................................................................................... 108 Editing or Deleting a Budget............................................................................................ 109 Managing Budgets............................................................................................................ 110