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

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Deleting a Payee .................................................................................................................. 76 Changing “Pay From” Accounts .......................................................................................... 77 Making a Single Payment...........................................................................................78 Paying Multiple Bills....................................................................................................79 Payment Activity..........................................................................................................80 Cancel a Pending Payment ........................................................................................81 Advanced Bill Pay Getting Started ...........................................................................................................82 Navigation ...................................................................................................................83 Pay Someone New .....................................................................................................84 Schedule a Single Payment........................................................................................87 Schedule Multi Payments ..........................................................................................89 Set Up Auto-Pay ..........................................................................................................90 Edit an Auto-Payment.................................................................................................92 Turn off Auto-Payment...............................................................................................93 Edit Biller Details .........................................................................................................94 Edit Biller Details .........................................................................................................95 Quick Reference Panels Overview ............................................................................96 Reports .........................................................................................................................97 Alert Preferences ........................................................................................................98 Personal Financial Management PFM Initial Setup .........................................................................................................99 Enrolling in PFM ................................................................................................................... 99 Linking an Account............................................................................................................ 100 Unlinking an Account ....................................................................................................... 101 Categorizing Transactions ............................................................................................... 102 Splitting a Transaction...................................................................................................... 103 Online Banking Home Page.................................................................................... 104 Spending Overview........................................................................................................... 105 Spending: Transaction Details......................................................................................... 106 Spending: Recategorizing a Transaction........................................................................ 107 Spending: Tagging a Transaction.................................................................................... 109 Spending: Splitting a Transaction ................................................................................... 110 Budgets Overview............................................................................................................. 111 Auto-generated Budgets.................................................................................................. 112 Budgets From Scratch ...................................................................................................... 112 Editing or Deleting a Budget............................................................................................ 113 Editing or Deleting a Sub-Budget.................................................................................... 115 Trends Overview ............................................................................................................... 116 Cash Flow Overview.......................................................................................................... 117