Five Star Bank Digital Banking Personal Banking User Guide

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Five Star Bank, Member FDIC

Editing a Payee.............................................................................................................71 Deleting a Payee..........................................................................................................72 Scheduling Payments..................................................................................................73 Recurring Payments....................................................................................................74 Editing Payments.........................................................................................................75 Skipping Payments......................................................................................................76 Canceling Payments....................................................................................................77 Setting Up eBills...........................................................................................................78 Adding an Account......................................................................................................79 Editing an Account.......................................................................................................80 Deleting an Account....................................................................................................81 Editing Personal Information.....................................................................................82 Editing Alerts................................................................................................................83 Categories. ...................................................................................................................84 Editing a Category. ......................................................................................................85 Deleting a Category.....................................................................................................86 Manage My Bills Home Page Overview..................................................................................................87 Adding a Company......................................................................................................88 Scheduling a Payment. ...............................................................................................90 Sending a Payment Manually. ...................................................................................91 Enabling or Disabling Account Notifications............................................................92 Changing a Company’s Payment Method................................................................93 Unlink a Company.......................................................................................................94 Adding or Changing a Payment Method. .................................................................95 Deleting a Payment Method. .....................................................................................97 Editing your Notifications...........................................................................................98 Financial Tools Initial Setup. .............................................................................................................. 100 Linking an Account............................................................................................................ 100 Categorizing Transactions................................................................................................ 101 Splitting a Transaction...................................................................................................... 102 Digital Banking Home Page..................................................................................... 103 Spending Overview. .......................................................................................................... 104 Recategorizing a Transaction........................................................................................... 105 Budgets Overview. ............................................................................................................ 107 Auto-generated Budgets. ................................................................................................. 108 Budgets From Scratch....................................................................................................... 108 Editing or Deleting a Budget............................................................................................ 109

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