Orrstown Bank Consumer Online Banking User Guide

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70 Categorizing Transactions .................................................................................................. 67 Splitting a Transaction......................................................................................................... 68 Financial Tools Home Page........................................................................................69 Spending Overview.............................................................................................................. Editing or Deleting a Budget............................................................................................... Spending: Recategorizing a Transaction........................................................................... 71 Budgets Overview................................................................................................................ 73 Auto-generated Budgets..................................................................................................... 74 Budgets From Scratch ......................................................................................................... 74 Managing Budgets............................................................................................................... 76 Trends Overview .................................................................................................................. 77 Net Worth Overview ............................................................................................................ 78 Debts Overview.................................................................................................................... 79 Bill Payment Bill Pay Overview ........................................................................................................ Creating a Payee .................................................................................................................. 80 Editing a Payee ..................................................................................................................... 82 Deleting a Payee .................................................................................................................. 83 Making a Single Payment...........................................................................................84 Paying Multiple Bills.................................................................................................... Payment Activity..........................................................................................................86 Cancel a Pending Payment ........................................................................................87 Bill Payment Bill Payment Overview................................................................................................88 Hiding or Unhiding Payees from Payment Screen .......................................................... Hide a Payee......................................................................................................................... 90 Unhide a Payee .................................................................................................................... 90 Creating a Payee Overview ........................................................................................91 Creating a Payee: Company.......................................................................................92 For a Known Payee .............................................................................................................. 93 For an Unknown Payee ....................................................................................................... 94 Creating a Payee: Person ........................................................................................... Part 1 of 3: Choosing Payee and Payment Method ......................................................... 95 Part 2 of 3: Adding Payee Information.............................................................................. 96 Part 3 of 3: Keyword (Email/Text Only) and One-Time Activation Code ....................... 97 Editing a Payee ............................................................................................................98 Deleting a Payee .........................................................................................................99 Scheduling Payments .............................................................................................. Rush Delivery............................................................................................................ 101 75 80 85 90 95 100

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