HFB Online Banking and Mobile App Personal User Guide

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Stop Payment Request...............................................................................................66 Single Check ......................................................................................................................... 66 Range of Checks................................................................................................................... 68 Mobile Manage Cards.................................................................................................70 Disabling or Enabling a Card............................................................................................... 70 Merchant Controls............................................................................................................... 71 Spending Controls................................................................................................................ 72 Transaction Controls............................................................................................................ 73 Desktop Manage Cards..............................................................................................74 Disabling or Enabling a Card............................................................................................... 74 Merchant Controls............................................................................................................... 75 Spending Controls................................................................................................................ 76 Transaction Controls............................................................................................................ 77 Initial Setup..................................................................................................................79 Accessing CaBoodle Finance Manager ............................................................................. 79 Linking an Account............................................................................................................... 80 Tagging Transactions........................................................................................................... 81 Splitting a Transaction......................................................................................................... 82 CaBoodle Finance Manager CaBoodle Dashboard..................................................................................................83 Budgets Overview................................................................................................................ 84 Adding Budgets.................................................................................................................... 85 Managing Budgets............................................................................................................... 86 Cashflow Overview............................................................................................................... 88 Cashflow Add Income.......................................................................................................... 89 Cashflow Add Bill.................................................................................................................. 90 Goals Overview..................................................................................................................... 91 Adding Goals......................................................................................................................... 92 Save for Goals....................................................................................................................... 92 Pay Off Goals........................................................................................................................ 93 Managing Goals.................................................................................................................... 94 Net Worth Overview............................................................................................................. 95 Spending by Category Overview......................................................................................... 96 Mobile Personal Financial Manager (PFM)...............................................................97