UMB Digital Banking User Guide

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Payments and Transfers Payments and Transfers Overview...........................................................................41 Transfer Money...........................................................................................................43 Adding A Personal External Account ........................................................................45 Add a Personal External Transfer Account ..............................................................46 Verify an External Transfer Account with Micro-Deposits .....................................48 Manage External Transfer Accounts.........................................................................49 Nickname External Transfer Accounts.............................................................................. 49 Remove External Transfer Accounts ................................................................................. 50 Pay Loan.......................................................................................................................51 Pay Credit Card ...........................................................................................................53 One-Time Payment.............................................................................................................. 53 Auto Payment....................................................................................................................... 54 Payment Overview......................................................................................................55 Editing Payments ................................................................................................................. 56 Canceling Payments ............................................................................................................ 57 Online Activity Overview ............................................................................................58 Using Filters .......................................................................................................................... 59 Creating or Deleting Custom Views Using Favorites ....................................................... 59 Editing Payments and Transfers ........................................................................................ 60 Canceling Payments and Transfers ................................................................................... 61 Bill Pay Bill Pay Overview ........................................................................................................62 Creating a Payee .................................................................................................................. 62 Editing a Payee ..................................................................................................................... 64 Deleting a Payee .................................................................................................................. 65 Making a Single Payment...........................................................................................66 Editing a Single Payment..................................................................................................... 67 Canceling a Single Payment................................................................................................ 68 Making Recurring Payment .......................................................................................69 Editing a Recurring Payment .............................................................................................. 71 Canceling a Recurring Payment ......................................................................................... 72 Money Manager Initial Setup..................................................................................................................73 Tagging Transactions........................................................................................................... 75 Splitting a Transaction......................................................................................................... 77 Money Manager Dashboard......................................................................................79 Spending by Category ................................................................................................80 Budget ..........................................................................................................................82 Adding Budgets.................................................................................................................... 83