Independence Bank Digital Customer Guide

51

Personal Financial Manager Cashflow Overview

The cash flow calendar displays your income and bills on an interactive calendar.

C

A

B

Click the Personal Financial Manager tab, then click the “View Cashflow” link. A. Income and bills are displayed on the calender. B. Click the icon to add a bill or income. Go to page 52 for more information. C. Click the icon and select “Configure Accounts” to select which accounts contribute to your cashflow. Go to page 53 for more information. Select “Bills & Income” to view a list of your bills and income. Go to page 52 for more information.

Personal Financial Manager: Cashflow Overview