One Community Bank Online Banking User Guide

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Financial Tools Financial Tools Initial Setup .................................................................................... 111 Enrolling in Financial Tools .............................................................................................. 111 Linking an Account............................................................................................................ 112 Unlinking an Account ....................................................................................................... 113 Categorizing Transactions ............................................................................................... 114 Splitting a Transaction...................................................................................................... 115 Online Banking Home Page.................................................................................... 116 Spending Overview........................................................................................................... 117 Spending: Transaction Details......................................................................................... 118 Spending: Recategorizing a Transaction........................................................................ 119 Spending: Tagging a Transaction.................................................................................... 121 Spending: Splitting a Transaction ................................................................................... 122 Budgets Overview............................................................................................................. 123 Auto-generated Budgets.................................................................................................. 124 Budgets From Scratch ...................................................................................................... 124 Editing or Deleting a Budget............................................................................................ 125 Editing or Deleting a Sub-Budget.................................................................................... 127 Trends Overview ............................................................................................................... 128 Cash Flow Overview.......................................................................................................... 129 Adding an Expense ........................................................................................................... 130 Adding Income .................................................................................................................. 131 Editing, Deleting or Skipping a Cash Event .................................................................... 132 Net Worth Overview ......................................................................................................... 133 Debts Overview................................................................................................................. 134 Edit APR Interest and Minimum Payment ..................................................................... 135 Extra Payments ................................................................................................................. 136 Bill Pay Enrollment ................................................................................................................ 137 Overview ................................................................................................................... 138 Creating a Biller........................................................................................................ 139 Known Company............................................................................................................... 139 Unknown Company .......................................................................................................... 140 Person ................................................................................................................................ 141 Editing a Biller........................................................................................................... 142 Deleting a Biller ........................................................................................................ 143 Enabling eBills .......................................................................................................... 144 Paying eBills.............................................................................................................. 145 Canceling eBills Service for a Biller ........................................................................ 146