State Savings Bank Online Banking User Guide

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Deactivating or Deleting a Payee...............................................................................75 Scheduling a Single Payment.....................................................................................76 Scheduling Multiple Payments. .................................................................................77 Setting Up Auto-Pay....................................................................................................78 Editing a Payment........................................................................................................79 Deleting a Payment.....................................................................................................80 Setting Up eBills...........................................................................................................81 Canceling eBills............................................................................................................82 Setting Up Reminders.................................................................................................83 Editing a Reminder......................................................................................................84 Alerts.............................................................................................................................85 Creating a Report. .......................................................................................................86 Editing a Report...........................................................................................................87 Deleting a Report.........................................................................................................88 Editing a Funding Account..........................................................................................89 Creating a Category.....................................................................................................90 Changing a Category Name. ......................................................................................91 Deleting a Category.....................................................................................................92 Contacting Client Services..........................................................................................93 Financial Tools Initial Setup. .................................................................................................................94 Linking an Account............................................................................................................... 94 Unlinking an Account........................................................................................................... 95 Categorizing Transactions................................................................................................... 96 Splitting a Transaction......................................................................................................... 97 Online Banking Home Page. ......................................................................................98 Net Worth Overview............................................................................................................. 99 Budgets Overview. ............................................................................................................ 100 Auto-generated Budgets. ................................................................................................. 101 Budgets From Scratch....................................................................................................... 101 Editing or Deleting a Budget............................................................................................ 102 Managing Budgets. ........................................................................................................... 103 Spending Overview. .......................................................................................................... 104 Spending: Recategorizing a Transaction. ....................................................................... 105 Trends Overview................................................................................................................ 107 Debts Overview. ................................................................................................................ 108