Northfield Savings Bank Personal Online Banking User Guide

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Adding an Account......................................................................................................76 Editing an Account.......................................................................................................77 Deleting an Account....................................................................................................78 Editing Personal Information.....................................................................................79 Editing Alerts................................................................................................................80 Categories....................................................................................................................81 Editing a Category.......................................................................................................82 Deleting a Category.....................................................................................................83 Personal Financial Management Initial Setup..................................................................................................................84 Linking an Account............................................................................................................... 84 Categorizing Transactions................................................................................................... 85 Splitting a Transaction......................................................................................................... 86 Online Banking Home Page.......................................................................................87 Net Worth Overview............................................................................................................. 88 Budgets Overview................................................................................................................ 89 Auto-generated Budgets..................................................................................................... 90 Budgets From Scratch.......................................................................................................... 90 Editing or Deleting a Budget............................................................................................... 91 Managing Budgets............................................................................................................... 92 Spending Overview.............................................................................................................. 93 Spending: Recategorizing a Transaction........................................................................... 94 Trends Overview................................................................................................................... 96 Debts Overview.................................................................................................................... 97 Services Stop Payment Request...............................................................................................98 Single Check ......................................................................................................................... 98 Multiple Checks ................................................................................................................... 99 Reordering Checks................................................................................................... 100 Mobile Deposit Enrollment..................................................................................... 101 Mobile Deposits ....................................................................................................... 102 Settings Account Preferences................................................................................................ 103 Text Enrollment........................................................................................................ 104 Themes...................................................................................................................... 106 Accessibility............................................................................................................... 107 Locations Branches and ATMs................................................................................................. 108

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