Dieterich Bank Online and Mobile Banking Personal User Guide

6

Making a Bill Pay Payment.................................................................................................. 87 Editing Transfers/Payments ............................................................................................... 89 Skip Transfers/Payments .................................................................................................... 90 Deleting Transfers/Payments............................................................................................. 91 Documents Documents ..................................................................................................................92 Document Enrollment......................................................................................................... 92 Viewing Documents............................................................................................................. 93 Reports Creating a New Report ...............................................................................................94 Account Activity Report ....................................................................................................... 94 Running an Existing Report .......................................................................................95 Editing a Report...........................................................................................................96 Deleting a Report ........................................................................................................97 Manage Alerts Alerts Overview ...........................................................................................................98 Custom Alerts....................................................................................................................... 99 Bill Pay Alerts..................................................................................................................... 100 Security Alerts ................................................................................................................... 101 Finance Manager Alerts ................................................................................................... 102 Turning Alerts On and Off................................................................................................ 103 Editing or Deleting Alerts ........................................................................................ 104 Previous Alerts ......................................................................................................... 105 Additional Features Reorder Checks ........................................................................................................ 106 User Guide & FAQ .................................................................................................... 107 Apply for a Mortgage............................................................................................... 108 Finance Manager Initial Setup............................................................................................................... 109 Tagging Transactions........................................................................................................ 110 Splitting a Transaction...................................................................................................... 112 Finance Manager Dashboard ................................................................................. 114 Spending by Category ............................................................................................. 115