Bank Forward Personal User Guide

83

Spending: Transaction Details

2

A

1

B

C

D E F

G H I

Click the Spending tab from the Home page. 1. Click the “View Transactions” link to view a list of transactions in a specific category. 2. Click a transaction to view more details. A. Click the icon to edit a transactions name. B. Click the icon to flag a transaction. C. Click the Category button to recategorize the transaction. Go to page 84 for more information. D. Click the Date button to edit the date of the transaction. E. Click the Memo button to add a memo. F. Click the Tags button to add a tag. Go to page 86 for more information. G. Click the Split Transaction button to split the transaction. Go to page 87 for more information. H. Use the toggle to hide a transaction from the rest of the application. I. Click the Merchant Logo button to remove the logo.

Financial Tools: Online Banking Home Page