Community State Bank Personal Online Banking Guide

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Settings Account Preferences ..................................................................................................73 Text Enrollment...........................................................................................................74 Address Change Request...........................................................................................76 Accessibility..................................................................................................................77 Money Manager Initial Setup..................................................................................................................78 Linking an Account............................................................................................................... 78 Unlinking an Account .......................................................................................................... 79 Categorizing Transactions .................................................................................................. 80 Splitting a Transaction......................................................................................................... 81 Online Banking Home Page.......................................................................................82 Spending Overview.............................................................................................................. 83 Spending: Recategorizing a Transaction........................................................................... 84 Budgets Overview................................................................................................................ 86 Auto-generated Budgets..................................................................................................... 87 Budgets From Scratch ......................................................................................................... 87 Editing or Deleting a Budget............................................................................................... 88 Managing Budgets............................................................................................................... 89 Trends Overview .................................................................................................................. 90 Cash Flow Overview............................................................................................................. 91 Adding a Suggested Cash Event......................................................................................... 92 Creating Your Own Cash Event .......................................................................................... 93 Editing, Deleting or Skipping a Cash Event ....................................................................... 95 Net Worth Overview ............................................................................................................ 96 Debts Overview.................................................................................................................... 97 Bill Pay Bill Pay Overview.........................................................................................................98 Hiding or Unhiding Payees from Payment Screen ....................................................... 100 Hide a Payee...................................................................................................................... 100 Unhide a Payee ................................................................................................................. 100 Creating a Payee Overview ..................................................................................... 101 Creating a Payee: Company.................................................................................... 102 For a Known Payee ........................................................................................................... 103 For an Unknown Payee .................................................................................................... 104 Creating a Payee: Person ........................................................................................ 105 Part 1 of 3: Choosing Payee and Payment Method ...................................................... 105 Part 2 of 3: Adding Payee Information........................................................................... 106 Part 3 of 3: Keyword (Email/Text Only) and One-Time Activation Code .................... 107