Southside Bank: Retail Online Banking Guide

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Deleting a Category.....................................................................................................75 Mobile Bill Pay Bill Pay Overview . .......................................................................................................76 Editing a Payee...................................................................................................................... 77 Deleting a Payee................................................................................................................... 78 Making a Manual Payment.........................................................................................79 Canceling Pending Transactions................................................................................80 My Money Manager Initial Setup. .................................................................................................................81 Linking an Account............................................................................................................... 82 Tagging Transactions........................................................................................................... 83 Splitting a Transaction......................................................................................................... 85 My Money Manager Dashboard................................................................................87 Spending by Category.................................................................................................88 Budget. .........................................................................................................................90 Adding Budgets. ................................................................................................................... 91 Managing Budgets. .............................................................................................................. 92 Add a Budget Alert............................................................................................................... 94 Cashflow Overview......................................................................................................95 Net Worth.....................................................................................................................96 Goals.............................................................................................................................97 Adding Goals......................................................................................................................... 98 Save for Goals....................................................................................................................... 98 Pay Off Goals. ....................................................................................................................... 99 Add a Goal Alert................................................................................................................. 100 Managing Goals................................................................................................................. 101 Services Statements & Notices. ............................................................................................. 102 Card Replacement.................................................................................................... 103 Travel Notifications. ................................................................................................. 104 Stop Payment Request. ........................................................................................... 105 Single Check ...................................................................................................................... 105 Multiple Checks . ............................................................................................................... 106 Reordering Checks................................................................................................... 107 Address Change Request. ....................................................................................... 108