Columbia Bank

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Mobile/Tablet Bill Pay Bill Pay Overview ........................................................................................................79 Managing Payees.........................................................................................................81 Creating a Payee...................................................................................................................81 Editing a Payee......................................................................................................................82 Deleting a Payee...................................................................................................................83 Making a Manual Payment.........................................................................................84 Canceling Pending Transactions................................................................................85 Financial Tools Initial Setup and Linking Accounts............................................................................86 Enrollment............................................................................................................................. 86 Linking an Account...............................................................................................................87 Manual Accounts.........................................................................................................88 Adding a Manual Account...................................................................................................88 Editing a Manual Account....................................................................................................90 Deleting a Manual Account.................................................................................................91 Unlinking an Account...........................................................................................................92 Categorizing Transactions...................................................................................................93 Features........................................................................................................................94 Spending Overview..............................................................................................................95 Spending: Recategorizing a Transaction...........................................................................96 Budgets Overview................................................................................................................98 Creating a Budget ................................................................................................................99 Auto-generated Budgets.....................................................................................................99 Budgets From Scratch..........................................................................................................99 Editing or Deleting a Budget.............................................................................................100 Managing Budgets.............................................................................................................101 Trends Overview.................................................................................................................102 Cash Flow Overview...........................................................................................................103 Adding a Suggested Cash Event.......................................................................................104 Creating Your Own Cash Event.........................................................................................105 Editing, Deleting or Skipping a Cash Event......................................................................107 Net Worth Overview...........................................................................................................108 Debts Overview..................................................................................................................109 Settings...................................................................................................................... 110 Services Stop Payment Request............................................................................................111 Check Reorder..........................................................................................................112 Statement Delivery...................................................................................................114 Account Preferences................................................................................................115