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

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Schedule Multi Payments...........................................................................................80 Set Up Auto-Pay...........................................................................................................81 Edit an Auto-Payment.................................................................................................83 Turn off Auto-Payment...............................................................................................84 Edit Biller Details..........................................................................................................85 Edit Biller Details..........................................................................................................86 Quick Reference Panels Overview.............................................................................87 Reports. ........................................................................................................................88 Alert Preferences.........................................................................................................89 Personal Financial Management Initial Setup..................................................................................................................90 Getting Started..................................................................................................................... 90 Linking an Account............................................................................................................... 91 Unlinking an Account........................................................................................................... 92 Categorizing Transactions................................................................................................... 93 Splitting a Transaction......................................................................................................... 94 Online Banking Home Page.......................................................................................95 Spending Overview.............................................................................................................. 96 Spending: Recategorizing a Transaction........................................................................... 97 Budgets Overview................................................................................................................ 99 Auto-generated Budgets.................................................................................................. 100 Budgets From Scratch....................................................................................................... 100 Editing or Deleting a Budget............................................................................................ 101 Managing Budgets............................................................................................................ 102 Trends Overview................................................................................................................ 103 Cash Flow Overview.......................................................................................................... 104 Adding a Suggested Cash Event...................................................................................... 105 Creating Your Own Cash Event........................................................................................ 106 Editing, Deleting or Skipping a Cash Event..................................................................... 108 Net Worth Overview.......................................................................................................... 109 Debts Overview................................................................................................................. 110 Financial Tool Settings.............................................................................................111 Services Stop Payment Request............................................................................................112 Single Check ...................................................................................................................... 112 Multiple Checks ................................................................................................................ 113 Check Reorder..........................................................................................................114 Mobile RDC Enrollment...........................................................................................116 Mobile Deposits........................................................................................................117 Statement Delivery...................................................................................................118