FirstMid Bank & Trust Personal Online & Mobile Banking User Guide

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Categorizing Transactions Selecting a transaction description or category displays Transaction Details. The Transaction Details screen allows you to categorize transactions.

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Click the Dashboard tab and select an account. 1. Click a transaction. 2. Use the drop-down to assign a category.

Note : Categorizing your transactions will allow you to see how your money is being spent month over month, under the Financial Planning tab. For more information about Financial Wellness go to page 131.

Accounts: Account Details Overview