Enterprise Bank & Trust Online Banking User Guide

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70 Settings Profile ...........................................................................................................................68 Account Preferences ..................................................................................................69 Text Enrollment........................................................................................................... Address Change Request...........................................................................................72 Accessibility..................................................................................................................73 Financial Tools Initial Setup..................................................................................................................74 Linking an Account............................................................................................................... 74 Unlinking an Account .......................................................................................................... Categorizing Transactions .................................................................................................. 76 Splitting a Transaction......................................................................................................... 77 Online Banking Home Page.......................................................................................78 Spending Overview.............................................................................................................. 79 Budgets Overview................................................................................................................ 82 Auto-generated Budgets..................................................................................................... 83 Budgets From Scratch ......................................................................................................... 83 Editing or Deleting a Budget............................................................................................... 84 Trends Overview .................................................................................................................. 86 Net Worth Overview ............................................................................................................ 87 Debts Overview.................................................................................................................... 88 Bill Pay Enrollment ...................................................................................................................89 Overview ...................................................................................................................... To Access Bill Pay ................................................................................................................. 90 Creating a Biller...........................................................................................................91 Known Company.................................................................................................................. 91 Unknown Company ............................................................................................................. 92 Person ................................................................................................................................... 93 Editing a Biller..............................................................................................................94 Deleting a Biller ........................................................................................................... Enabling eBills .............................................................................................................96 Paying eBills.................................................................................................................97 Canceling eBills Service for a Biller ...........................................................................98 Scheduling Payments .................................................................................................99 Single Payments................................................................................................................... 99 Multiple Payments ............................................................................................................ 75 80 85 90 95 100 Spending: Recategorizing a Transaction........................................................................... Managing Budgets...............................................................................................................