Bank Forward Personal User Guide

7

Creating a Payee: Company.................................................................................... 107 For a Known Payee ........................................................................................................... 108 For an Unknown Payee .................................................................................................... 109 Creating a Payee: Person ........................................................................................ 110 Part 1 of 3: Choosing Payee and Payment Method ...................................................... 110 Part 2 of 3: Adding Payee Information........................................................................... 111 Part 3 of 3: Keyword (Email/Text Only) and One-Time Activation Code .................... 112 Editing a Payee ......................................................................................................... 113 Deleting a Payee ...................................................................................................... 114 Scheduling Payments .............................................................................................. 115 Rush Delivery............................................................................................................ 116 Recurring Payments ................................................................................................ 118 Editing Payments ..................................................................................................... 120 Skipping Payments .................................................................................................. 122 Deleting Payments................................................................................................... 123 Adding an Account................................................................................................... 124 Editing an Account ................................................................................................... 125 Deleting an Account ................................................................................................ 126 Editing Alerts ............................................................................................................ 127 Categories................................................................................................................. 128 Editing a Category.................................................................................................... 129 Deleting a Category ................................................................................................. 130 GiftPay Overview...................................................................................................... 131 Creating a Recipient: Gift Check............................................................................. 132 Creating a Recipient: Donation .............................................................................. 134 Sending a Gift ........................................................................................................... 136 Sending a Donation ................................................................................................. 138 Editing a Gift or Donation Recipient ...................................................................... 140 Deleting a Gift or Donation Recipient.................................................................... 141 Editing a Pending Gift or Donation........................................................................ 143 Deleting a Pending Gift or Donation ..................................................................... 145