Signature Bank Personal Guide to Digital Banking

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Online Banking Home Page.......................................................................................78 Spending Overview.............................................................................................................. 79 Spending: Recategorizing a Transaction........................................................................... 80 Budgets Overview................................................................................................................ 82 Auto-generated Budgets..................................................................................................... 83 Budgets From Scratch ......................................................................................................... 83 Editing or Deleting a Budget............................................................................................... 84 Managing Budgets............................................................................................................... 85 Trends Overview .................................................................................................................. 86 Cash Flow Overview............................................................................................................. 87 Adding a Suggested Cash Event......................................................................................... 88 Creating Your Own Cash Event .......................................................................................... 89 Editing, Deleting or Skipping a Cash Event ....................................................................... 91 Net Worth Overview ............................................................................................................ 92 Debts Overview.................................................................................................................... 93 Integrated Bill Pay Bill Pay Overview ........................................................................................................94 Creating a Payee .................................................................................................................. 94 Editing a Payee ..................................................................................................................... 96 Deleting a Payee .................................................................................................................. 97 Making a Single Payment...........................................................................................98 Paying Multiple Bills....................................................................................................99 Payment Activity....................................................................................................... 100 Cancel a Pending Payment ..................................................................................... 101 Advanced Bill Pay Pay with Bill Pay Overview ...................................................................................... 102 Hiding or Unhiding Payees from Payment Screen ....................................................... 104 Hide a Payee...................................................................................................................... 104 Unhide a Payee ................................................................................................................. 104 Creating a Payee Overview ..................................................................................... 105 Creating a Payee: Company.................................................................................... 106 For a Known Payee ........................................................................................................... 107 For an Unknown Payee .................................................................................................... 108 Creating a Payee: Person ........................................................................................ 109 Part 1 of 3: Choosing Payee and Payment Method ...................................................... 109 Part 2 of 3: Adding Payee Information........................................................................... 110 Part 3 of 3: Keyword (Email/Text Only) and One-Time Activation Code .................... 111 Editing a Payee ......................................................................................................... 112 Deleting a Payee ...................................................................................................... 113