Gulf Coast Bank Digital Banking Retail and Business User Guide

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Information........................................................................................................................ 126 Individual Electronic Payments: If You Have an Individual’s Account Information... 128 Individual Check Payments.............................................................................................. 130 Activate a Payee................................................................................................................. 132 Import Payees...........................................................................................................133 Edit a Payee...............................................................................................................136 Delete a Payee..........................................................................................................137 Add and Manage Categories...................................................................................138 Single Payment.........................................................................................................139 Edit or Stop a Single Payment.................................................................................140 Create a Recurring Payment...................................................................................141 Edit or Stop a Recurring Payment..........................................................................143 Payment Approval....................................................................................................145 Calendar.................................................................................................................... 146 Company Profile.......................................................................................................147 Delete or Edit Bill Pay Accounts..............................................................................148 Modify User Permissions.........................................................................................149 Personal Profile........................................................................................................150 e-Notifications........................................................................................................... 151 Events. ................................................................................................................................ 151 Logout................................................................................................................................. 152 Recurring............................................................................................................................ 153 Reminders.......................................................................................................................... 154 Reports. ..................................................................................................................... 155 My Money PFM Initial Setup...............................................................................................................156 Linking an Account............................................................................................................ 156 Unlinking an Account........................................................................................................ 157 Unenroll from My Money PFM......................................................................................... 158 Categorizing Transactions................................................................................................ 159 Splitting a Transaction...................................................................................................... 160 Digital Banking Home Page.....................................................................................161 Net Worth Overview.......................................................................................................... 162 Budgets Overview............................................................................................................. 163 Auto-generated Budgets.................................................................................................. 164 Budgets From Scratch....................................................................................................... 164 Editing or Deleting a Budget............................................................................................ 165 Managing Budgets............................................................................................................ 166 Spending Overview........................................................................................................... 167 Spending: Recategorizing a Transaction........................................................................ 168 Trends Overview................................................................................................................ 170 Debts Overview................................................................................................................. 171