Kitsap Bank Online Banking User Guide

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Editing Alerts ...............................................................................................................77 Categories ....................................................................................................................78 Editing a Category.......................................................................................................79 Deleting a Category ....................................................................................................80 GiftPay Overview.........................................................................................................81 Creating a Recipient: Gift Check................................................................................82 Creating a Recipient: Donation .................................................................................84 Sending a Gift ..............................................................................................................86 Sending a Donation ....................................................................................................88 Editing a Gift or Donation Recipient .........................................................................90 Deleting a Gift or Donation Recipient.......................................................................91 Editing a Pending Gift or Donation...........................................................................93 Deleting a Pending Gift or Donation ........................................................................95 eDocuments eDocument Preferences ............................................................................................97 PDF Verification.................................................................................................................... 97 eStatements and eNotices.................................................................................................. 98 eDocuments ................................................................................................................99 PDF Verification.................................................................................................................... 99 eStatements ...................................................................................................................... 100 eNotices ............................................................................................................................. 101 Tax Documents ................................................................................................................. 102 Financial Tools Initial Setup............................................................................................................... 103 Linking an Account............................................................................................................ 103 Unlinking an Account ....................................................................................................... 104 Categorizing Transactions ............................................................................................... 105 Splitting a Transaction...................................................................................................... 106 Online Banking Home Page.................................................................................... 107 Spending Overview........................................................................................................... 108 Spending: Recategorizing a Transaction........................................................................ 109 Budgets Overview............................................................................................................. 111 Auto-generated Budgets.................................................................................................. 112 Budgets From Scratch ...................................................................................................... 112 Editing or Deleting a Budget............................................................................................ 113 Managing Budgets............................................................................................................ 114 Trends Overview ............................................................................................................... 115 Cash Flow Overview.......................................................................................................... 116 Adding a Suggested Cash Event...................................................................................... 117 Creating Your Own Cash Event ....................................................................................... 118