Freedom Bank Personal Online Banking User Guide

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Setting Up eBills...........................................................................................................78 Adding an Account......................................................................................................79 Editing an Account.......................................................................................................80 Deleting an Account....................................................................................................81 Editing Alerts................................................................................................................82 Categories. ...................................................................................................................83 Editing a Category. ......................................................................................................84 Deleting a Category.....................................................................................................85 Personal Financial Management Initial Setup. .................................................................................................................86 Linking an Account............................................................................................................... 86 Unlinking an Account........................................................................................................... 87 Categorizing Transactions................................................................................................... 88 Splitting a Transaction......................................................................................................... 89 Online Banking Home Page. ......................................................................................90 Spending Overview. ............................................................................................................. 91 Spending: Recategorizing a Transaction. .......................................................................... 92 Budgets Overview. ............................................................................................................... 94 Auto-generated Budgets. .................................................................................................... 95 Budgets From Scratch.......................................................................................................... 95 Editing or Deleting a Budget............................................................................................... 96 Managing Budgets. .............................................................................................................. 97 Trends Overview................................................................................................................... 98 Cash Flow Overview............................................................................................................. 99 Adding a Suggested Cash Event. ..................................................................................... 100 Creating Your Own Cash Event........................................................................................ 101 Editing, Deleting or Skipping a Cash Event..................................................................... 103 Net Worth Overview.......................................................................................................... 104 Debts Overview. ................................................................................................................ 105 Services Stop Payment Request. ........................................................................................... 107 Check Reorder. ......................................................................................................... 108 Text Enrollment........................................................................................................ 109 Mobile Deposits........................................................................................................ 111 Settings Account Preferences................................................................................................ 112 Statement Delivery................................................................................................... 113 Accessibility............................................................................................................... 114 Locations Branches and ATMs. ................................................................................................ 115

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