Northwest Personal Online Banking User Guide

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Table of Contents Getting Started

New User Enrollment....................................................................................................8 Logging Off.............................................................................................................................. 9 Unlock/Forgot Password............................................................................................10 Retrieve a Forgotten User ID......................................................................................12 Accounts Account Summary Overview......................................................................................14 Credit Score..................................................................................................................15 Account Activity Overview..........................................................................................16 Manage Cards..............................................................................................................17 Lock Card/Unlock Card........................................................................................................ 17 Report Lost or Stolen Card.................................................................................................. 18 Card Limits...................................................................................................................19 International Transactions.................................................................................................. 19 Region Limits......................................................................................................................... 20 Block Merchant Types.......................................................................................................... 22 Block Transaction Types...................................................................................................... 24 Transaction Amount Limits................................................................................................. 26 Card Alerts....................................................................................................................28 Money Insights............................................................................................................29 Money Insights Initial Setup.......................................................................................31 Linking an Account............................................................................................................... 31 Categorizing Transactions................................................................................................... 32 Splitting a Transaction......................................................................................................... 33 Spending Overview.............................................................................................................. 34 Spending: Recategorizing a Transaction........................................................................... 35 Budgets Overview................................................................................................................ 37 Auto-generated Budgets..................................................................................................... 38 Budgets From Scratch.......................................................................................................... 38 Editing or Deleting a Budget............................................................................................... 39 Managing Budgets............................................................................................................... 40 Trends Overview................................................................................................................... 41 Debts Overview.................................................................................................................... 42 Net Worth Overview............................................................................................................. 43 Goals Overview..................................................................................................................... 44 Creating a Goal..................................................................................................................... 45 Savings................................................................................................................................... 46 Debt Payoff........................................................................................................................... 47 Retirement. ........................................................................................................................... 48