Lewis and Clark Bank User Guide

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Deleting an Account....................................................................................................73 Editing Alerts................................................................................................................74 Categories. ...................................................................................................................75 Editing a Category. ......................................................................................................76 Deleting a Category.....................................................................................................77 Add a Transfer Account..............................................................................................78 Delete or Edit a Transfer Account. ............................................................................80 One-Time Transfer......................................................................................................82 Edit or Stop a Single Transfer. ...................................................................................83 Recurring Transfers.....................................................................................................85 Edit, Skip or Stop a Recurring Transfer.....................................................................87 GiftPay Overview.........................................................................................................90 Creating a Recipient: Gift Check. ...............................................................................91 Creating a Recipient: Donation..................................................................................93 Sending a Gift...............................................................................................................95 Sending a Donation.....................................................................................................97 Editing a Gift or Donation Recipient..........................................................................99 Deleting a Gift or Donation Recipient.................................................................... 100 Editing a Pending Gift or Donation. ....................................................................... 102 Deleting a Pending Gift or Donation...................................................................... 104 Personal Financial Management Initial Setup. .............................................................................................................. 106 Linking an Account............................................................................................................ 106 Unlinking an Account........................................................................................................ 107 Categorizing Transactions................................................................................................ 108 Splitting a Transaction...................................................................................................... 109 Online Banking Home Page. ................................................................................... 110 Spending Overview. .......................................................................................................... 111 Spending: Recategorizing a Transaction. ....................................................................... 112 Budgets Overview. ............................................................................................................ 114 Auto-generated Budgets. ................................................................................................. 115 Budgets From Scratch....................................................................................................... 115 Editing or Deleting a Budget............................................................................................ 116 Managing Budgets. ........................................................................................................... 117 Trends Overview................................................................................................................ 118 Cash Flow Overview.......................................................................................................... 119 Adding a Suggested Cash Event. ..................................................................................... 120 Creating Your Own Cash Event........................................................................................ 121 Editing, Deleting or Skipping a Cash Event..................................................................... 123