First Citizens Bank Digital Banking for Consumers User Guide

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Categorizing Transactions In order for our Manage my Money tools to work properly, make sure your transactions are correctly categorized. When all your accounts are linked to Manage my Money, your transactions are automatically categorized. Common categories include gas/auto, entertainment, medical expenses, rent and utilities. If a transaction needs to be reassigned, you can manually edit the category. Each category has a corresponding icon assigned to it to help quickly identify a transaction’s financial category. These icons are displayed next to each transaction in the Account Transactions page.

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Click an account to view the Transactions page .

1. Click a category icon to edit the category. 2. Select a new category. 3. Click the icon to view sub-categories. 4. Click the + Add Sub-Category button to add a different sub-category. 5. Enter the sub-category’s name and click the button. Mobile Check Deposits: Mobile Check Deposits