Bank Forward Personal User Guide

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Locations Branches and ATMs....................................................................................................76 Financial Tools Initial Setup..................................................................................................................77 Linking an Account............................................................................................................... 77 Unlinking an Account .......................................................................................................... 78 Categorizing Transactions .................................................................................................. 79 Splitting a Transaction......................................................................................................... 80 Online Banking Home Page.......................................................................................81 Spending Overview.............................................................................................................. 82 Spending: Transaction Details............................................................................................ 83 Spending: Recategorizing a Transaction........................................................................... 84 Spending: Tagging a Transaction....................................................................................... 86 Spending: Splitting a Transaction ...................................................................................... 87 Budgets Overview................................................................................................................ 88 Auto-generated Budgets..................................................................................................... 89 Budgets From Scratch ......................................................................................................... 89 Editing or Deleting a Budget............................................................................................... 90 Editing or Deleting a Sub-Budget....................................................................................... 92 Trends Overview .................................................................................................................. 93 Cash Flow Overview............................................................................................................. 94 Adding an Expense .............................................................................................................. 95 Adding Income ..................................................................................................................... 96 Editing, Deleting or Skipping a Cash Event ....................................................................... 97 Net Worth Overview ............................................................................................................ 98 Debts Overview.................................................................................................................... 99 Edit Annual Percentage Rate (APR) and Minimum Payment....................................... 100 Extra Payments ................................................................................................................. 102 Bill Pay Express Bill Pay Overview ..................................................................................................... 103 Creating a Payee ............................................................................................................... 103 Editing a Payee .................................................................................................................. 105 Deleting a Payee ............................................................................................................... 106 Making a Single Payment........................................................................................ 107 Paying Multiple Bills................................................................................................. 108 Payment Activity....................................................................................................... 109 Cancel a Pending Payment ..................................................................................... 110