Community First Bank Your Online Banking eGuide

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Financial Tools Initial Setup. .................................................................................................................79 Linking an Account............................................................................................................... 79 Unlinking an Account........................................................................................................... 80 Categorizing Transactions................................................................................................... 81 Splitting a Transaction......................................................................................................... 82 Online Banking Home Page. ......................................................................................83 Spending Overview. ............................................................................................................. 84 Spending: Recategorizing a Transaction. .......................................................................... 85 Budgets Overview. ............................................................................................................... 87 Auto-generated Budgets. .................................................................................................... 88 Budgets From Scratch.......................................................................................................... 88 Editing or Deleting a Budget............................................................................................... 89 Managing Budgets. .............................................................................................................. 90 Trends Overview................................................................................................................... 91 Cash Flow Overview............................................................................................................. 92 Adding a Suggested Cash Event. ........................................................................................ 93 Creating Your Own Cash Event........................................................................................... 94 Editing, Deleting, or Skipping a Cash Event....................................................................... 96 Net Worth Overview............................................................................................................. 97 Debts Overview. ................................................................................................................... 98 Services Stop Payment Request. ..............................................................................................99 Single Check ......................................................................................................................... 99 Multiple Checks . ............................................................................................................... 100 Check Reorder. ......................................................................................................... 102 Statements................................................................................................................ 103 Mobile Deposits........................................................................................................ 104 Quick Balance. .......................................................................................................... 105 To Enable Quick Balance.................................................................................................. 105 To Use Quick Balance. ...................................................................................................... 106 Settings Account Preferences................................................................................................ 107 Text Enrollment........................................................................................................ 108 Address Change Request. ....................................................................................... 110 Statement Delivery................................................................................................... 111 Accessibility............................................................................................................... 112

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