Citizens Business Bank Personal Online Banking Guide

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Editing a Payee.............................................................................................................39 Deleting a Payee..........................................................................................................40 eBills..............................................................................................................................41 Scheduling Payments..................................................................................................42 Rush Delivery...............................................................................................................43 Editing Pending Payments..........................................................................................44 Canceling Pending Payments.....................................................................................45 Automatic Payments...................................................................................................46 Editing Automatic Payments............................................................................................... 48 Deleting Automatic Payments. ........................................................................................... 49 Viewing Transaction Details.......................................................................................50 Single Transaction................................................................................................................ 50 Multiple Transactions. ......................................................................................................... 51 Creating a Reminder...................................................................................................53 Managing Reminders..................................................................................................55 Editing Reminders.......................................................................................................56 Deleting Reminders.....................................................................................................57 Moving Payments........................................................................................................58 Editing Account Name. ...............................................................................................59 Deleting an Account....................................................................................................60 Financial Tools Initial Setup. .................................................................................................................61 Linking an Account............................................................................................................... 61 Unlinking an Account........................................................................................................... 62 Categorizing Transactions................................................................................................... 63 Splitting a Transaction......................................................................................................... 64 Online Banking Home Page. ......................................................................................65 Net Worth Overview............................................................................................................. 66 Budgets Overview. ............................................................................................................... 67 Auto-generated Budgets. .................................................................................................... 68 Budgets From Scratch.......................................................................................................... 68 Editing or Deleting a Budget............................................................................................... 69 Managing Budgets. .............................................................................................................. 70 Spending Overview. ............................................................................................................. 71 Spending: Recategorizing a Transaction. .......................................................................... 72 Trends Overview................................................................................................................... 74 Debts Overview. ................................................................................................................... 75 Services Stop Payment Request. ..............................................................................................76 Mobile Deposit Enrollment. .......................................................................................77

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