Hiawatha National Bank: Personal Online Banking Guide

6

Deleting a Category.....................................................................................................78 GiftPay Overview.........................................................................................................79 Creating a Recipient: Gift Check................................................................................80 Creating a Recipient: Donation..................................................................................82 Sending a Gift...............................................................................................................84 Sending a Donation.....................................................................................................86 Editing a Gift or Donation Recipient..........................................................................88 Deleting a Gift or Donation Recipient.......................................................................89 Editing a Pending Gift or Donation...........................................................................91 Deleting a Pending Gift or Donation.........................................................................93 Financial Tools Initial Setup..................................................................................................................95 Linking an Account............................................................................................................... 95 Unlinking an Account........................................................................................................... 96 Categorizing Transactions................................................................................................... 97 Splitting a Transaction......................................................................................................... 98 Online Banking Home Page.......................................................................................99 Net Worth Overview.......................................................................................................... 100 Budgets Overview............................................................................................................. 101 Auto-generated Budgets.................................................................................................. 102 Budgets From Scratch....................................................................................................... 102 Editing or Deleting a Budget............................................................................................ 103 Managing Budgets............................................................................................................ 104 Spending Overview........................................................................................................... 105 Spending: Recategorizing a Transaction........................................................................ 106 Trends Overview................................................................................................................ 108 Debts Overview................................................................................................................. 109 Services Stop Payment Request............................................................................................110 Single Check ...................................................................................................................... 110 Multiple Checks ................................................................................................................ 111 Check Reorder..........................................................................................................112 Statement Delivery...................................................................................................113 Quick Balance...........................................................................................................115 To Enable Quick Balance.................................................................................................. 115 To Use Quick Balance....................................................................................................... 116

Made with FlippingBook - professional solution for displaying marketing and sales documents online