Elements Financial Personal Online and Mobile Banking eGuide

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Deleting an Account....................................................................................................79 Editing Alerts................................................................................................................80 Categories. ...................................................................................................................81 Editing a Category. ......................................................................................................82 Deleting a Category.....................................................................................................83 Personal Financial Management Initial Setup. .................................................................................................................84 Linking an Account............................................................................................................... 84 Categorizing Transactions................................................................................................... 85 Splitting a Transaction......................................................................................................... 86 Online Banking Home Page. ......................................................................................87 Net Worth Overview............................................................................................................. 88 Budgets Overview. ............................................................................................................... 89 Editing or Deleting a Budget............................................................................................... 90 Managing Budgets. .............................................................................................................. 91 Spending Overview. ............................................................................................................. 92 Spending: Recategorizing a Transaction. .......................................................................... 93 Trends Overview................................................................................................................... 95 Debts Overview. ................................................................................................................... 96 Services Stop Payment Request. ..............................................................................................97 Single Check ......................................................................................................................... 97 Multiple Checks . .................................................................................................................. 98 Reordering Checks......................................................................................................99 Enrolling in Statements . .................................................................................................. 100 Update your Statement Profile............................................................................... 102 CardSwap. ................................................................................................................. 103 Getting Started. ................................................................................................................. 103 Overview............................................................................................................................. 105 Mobile RDC Enrollment. .......................................................................................... 106 Mobile Deposits ....................................................................................................... 107 Settings Account Preferences................................................................................................ 108 Text Enrollment........................................................................................................ 109 Address Change........................................................................................................ 111 Accessibility............................................................................................................... 112 Locations Branches and ATMs. ................................................................................................ 113

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