Moody Bank Personal Online Banking User Guide

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Financial Snapshot Initial Setup..................................................................................................................83 Tagging Transactions........................................................................................................... 85 Splitting a Transaction......................................................................................................... 87 Financial Snapshot Dashboard .................................................................................89 Spending by Category ................................................................................................90 Budget ..........................................................................................................................92 Adding Budgets.................................................................................................................... 93 Managing Budgets............................................................................................................... 94 Add a Budget Alert............................................................................................................... 96 Cashflow Overview .....................................................................................................97 Add a Bill or Income ............................................................................................................ 98 Net Worth ....................................................................................................................99 Add an Unlinked Asset or Debt....................................................................................... 100 Goals.......................................................................................................................... 101 Adding Goals ..................................................................................................................... 102 Save for Goals.................................................................................................................... 102 Pay Off Goals ..................................................................................................................... 103 Add a Goal Alert ................................................................................................................ 104 Managing Goals ................................................................................................................ 105 Services Stop Payment Request............................................................................................ 106 Single Check ...................................................................................................................... 106 Multiple Checks ................................................................................................................ 108 Documents ............................................................................................................... 110 Documents Enrollment .................................................................................................... 110 Viewing eStatements/Notices.......................................................................................... 112 Changing Enrolled Accounts............................................................................................ 113 Adding Additional Recipients .......................................................................................... 114 Email Settings .................................................................................................................... 115 Deposit Checks......................................................................................................... 116 Enrollment ......................................................................................................................... 116 Depositing a Check ........................................................................................................... 117 Conversation Overview ........................................................................................... 119 Starting a Conversation........................................................................................... 120 Settings Profile ........................................................................................................................ 121