Independence Bank Digital Customer Guide

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Adding Budgets Within the budget tool, you can add new budgets to help manage your spending.

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Click the Personal Financial Manager tab, then click the “View Budgets” link. 1. Click the Add Budget button. 2. Check the boxes next to the tags you would like to include in the budget. 3. (Optional) Click the “Show More” link to show more tag options.

4. Click the Next button. 5. Enter a budget name. 6. Enter a monthly limit. 7. Click the Next button.

Personal Financial Manager: Budget