Sunrise Banks Personal and Small Business Online Banking and Mobile App User Guide

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Deleting an Account ................................................................................................ 154 Editing Alerts ............................................................................................................ 155 Categories................................................................................................................. 156 Editing a Category.................................................................................................... 157 Deleting a Category ................................................................................................. 158 GiftPay Overview...................................................................................................... 159 Creating a Recipient: Gift Check............................................................................. 160 Creating a Recipient: Donation .............................................................................. 162 Sending a Gift ........................................................................................................... 164 Sending a Donation ................................................................................................. 166 Editing a Gift or Donation Recipient ...................................................................... 168 Deleting a Gift or Donation Recipient.................................................................... 169 Editing a Pending Gift or Donation........................................................................ 171 Deleting a Pending Gift or Donation ..................................................................... 173 Personal Financial Management Initial Setup............................................................................................................... 175 Linking an Account............................................................................................................ 175 Unlinking an Account ....................................................................................................... 176 Categorizing Transactions ............................................................................................... 177 Splitting a Transaction...................................................................................................... 178 Online Banking Home Page.................................................................................... 179 Spending Overview........................................................................................................... 180 Spending: Recategorizing a Transaction........................................................................ 181 Budgets Overview............................................................................................................. 183 Auto-generated Budgets.................................................................................................. 184 Budgets From Scratch ...................................................................................................... 184 Editing or Deleting a Budget............................................................................................ 185 Managing Budgets............................................................................................................ 186 Trends Overview ............................................................................................................... 187 Cash Flow Overview.......................................................................................................... 188 Adding a Suggested Cash Event...................................................................................... 189 Creating Your Own Cash Event ....................................................................................... 190 Editing, Deleting or Skipping a Cash Event .................................................................... 192 Net Worth Overview ......................................................................................................... 193 Debts Overview................................................................................................................. 194