Moody Bank Personal Online Banking User Guide

6

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