BankWest: User's Guide Online & Mobile Banking Personal Edition

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Advanced Bill Pay Getting Started ...........................................................................................................77 Navigation ...................................................................................................................78 Pay Someone New .....................................................................................................79 Schedule a Single Payment........................................................................................82 Schedule Multi Payments ..........................................................................................84 Set Up Auto-Pay ..........................................................................................................85 Edit an Auto-Payment.................................................................................................87 Turn off Auto-Payment...............................................................................................88 Edit Biller Details .........................................................................................................89 Edit Biller Details .........................................................................................................90 Quick Reference Panels Overview ............................................................................91 Reports .........................................................................................................................92 Alert Preferences ........................................................................................................93 Personal Financial Management Initial Setup..................................................................................................................94 Getting Started..................................................................................................................... 94 Linking an Account............................................................................................................... 95 Unlinking an Account .......................................................................................................... 96 Categorizing Transactions .................................................................................................. 97 Splitting a Transaction......................................................................................................... 98 Online Banking Home Page.......................................................................................99 Spending Overview........................................................................................................... 100 Spending: Recategorizing a Transaction........................................................................ 101 Budgets Overview............................................................................................................. 103 Auto-generated Budgets.................................................................................................. 104 Budgets From Scratch ...................................................................................................... 104 Editing or Deleting a Budget............................................................................................ 105 Managing Budgets............................................................................................................ 106 Trends Overview ............................................................................................................... 107 Cash Flow Overview.......................................................................................................... 108 Adding a Suggested Cash Event...................................................................................... 109 Creating Your Own Cash Event ....................................................................................... 110 Editing, Deleting or Skipping a Cash Event .................................................................... 112 Net Worth Overview ......................................................................................................... 113 Debts Overview................................................................................................................. 114 Financial Tool Settings............................................................................................. 115