Fourth Capital Online Banking User Guide Personal

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Creating a Reminder...................................................................................................84 Managing Reminders .................................................................................................86 Editing Reminders.......................................................................................................87 Deleting Reminders ....................................................................................................88 Editing Account Name................................................................................................89 Deleting an Account ...................................................................................................90 Send Money with Zelle®............................................................................................91 Add Contact .......................................................................................................................... 91 Send Money.......................................................................................................................... 92 Request Money .................................................................................................................... 94 Personal Financial Management Initial Setup..................................................................................................................96 Linking an Account............................................................................................................... 96 Unlinking an Account .......................................................................................................... 97 Categorizing Transactions .................................................................................................. 98 Splitting a Transaction......................................................................................................... 99 Online Banking Home Page.................................................................................... 100 Spending Overview........................................................................................................... 101 Spending: Recategorizing a Transaction........................................................................ 102 Budgets Overview............................................................................................................. 104 Auto-generated Budgets.................................................................................................. 105 Budgets From Scratch ...................................................................................................... 105 Editing or Deleting a Budget............................................................................................ 106 Managing Budgets............................................................................................................ 107 Trends Overview ............................................................................................................... 108 Cash Flow Overview.......................................................................................................... 109 Adding a Suggested Cash Event...................................................................................... 110 Creating Your Own Cash Event ....................................................................................... 111 Editing, Deleting or Skipping a Cash Event .................................................................... 113 Net Worth Overview ......................................................................................................... 114 Debts Overview................................................................................................................. 115 Services Stop Payment Request............................................................................................ 116 Single Check ...................................................................................................................... 116 Multiple Checks ................................................................................................................ 117 Order Checks............................................................................................................ 118 Mobile Deposits ....................................................................................................... 120 Credit Score .............................................................................................................. 121 To Enable Credit Score ..................................................................................................... 121