Freedom Bank Personal Online Banking User Guide

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Editing Payments ........................................................................................................75 Skipping Payments .....................................................................................................77 Deleting Payments......................................................................................................78 Setting Up eBills ..........................................................................................................79 Adding an Account......................................................................................................80 Editing an Account ......................................................................................................81 Deleting an Account ...................................................................................................82 Editing Alerts ...............................................................................................................83 Categories ....................................................................................................................84 Editing a Category.......................................................................................................85 Deleting a Category ....................................................................................................86 GiftPay Overview.........................................................................................................87 Creating a Recipient: Gift Check................................................................................88 Creating a Recipient: Donation .................................................................................90 Sending a Gift ..............................................................................................................92 Sending a Donation ....................................................................................................94 Editing a Gift or Donation Recipient .........................................................................96 Deleting a Gift or Donation Recipient.......................................................................97 Editing a Pending Gift or Donation...........................................................................99 Deleting a Pending Gift or Donation ..................................................................... 101 Personal Financial Management Initial Setup............................................................................................................... 103 Linking an Account............................................................................................................ 103 Unlinking an Account ....................................................................................................... 104 Categorizing Transactions ............................................................................................... 105 Splitting a Transaction...................................................................................................... 106 Online Banking Home Page.................................................................................... 107 Spending Overview........................................................................................................... 108 Spending: Recategorizing a Transaction........................................................................ 109 Budgets Overview............................................................................................................. 111 Auto-generated Budgets.................................................................................................. 112 Budgets From Scratch ...................................................................................................... 112 Editing or Deleting a Budget............................................................................................ 113 Managing Budgets............................................................................................................ 114 Trends Overview ............................................................................................................... 115 Cash Flow Overview.......................................................................................................... 116 Adding a Suggested Cash Event...................................................................................... 117 Creating Your Own Cash Event ....................................................................................... 118 Editing, Deleting or Skipping a Cash Event .................................................................... 120 Net Worth Overview ......................................................................................................... 121 Debts Overview................................................................................................................. 122

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