Volunteer Bank Personal

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Recurring Payments ...................................................................................................78 Manual Switch ...................................................................................................................... 78 Switch Assist ......................................................................................................................... 79 Existing Switches.........................................................................................................81 Settings Statement Delivery .....................................................................................................82 Accessibility..................................................................................................................83 Financial Tools Initial Setup..................................................................................................................84 Linking an Account............................................................................................................... 84 Unlinking an Account .......................................................................................................... 85 Categorizing Transactions .................................................................................................. 86 Splitting a Transaction......................................................................................................... 87 Online Banking Home Page.......................................................................................88 Spending Overview.............................................................................................................. 89 Spending: Recategorizing a Transaction........................................................................... 90 Budgets Overview................................................................................................................ 92 Auto-generated Budgets..................................................................................................... 93 Budgets From Scratch ......................................................................................................... 93 Editing or Deleting a Budget............................................................................................... 94 Managing Budgets............................................................................................................... 95 Trends Overview .................................................................................................................. 96 Cash Flow Overview............................................................................................................. 97 Adding a Suggested Cash Event......................................................................................... 98 Creating Your Own Cash Event .......................................................................................... 99 Editing, Deleting or Skipping a Cash Event .................................................................... 101 Net Worth Overview ......................................................................................................... 102 Debts Overview................................................................................................................. 103 CardHub Card Management Overview.................................................................................. 104 To Add a New Card .................................................................................................. 105 To Activate a Card .................................................................................................... 106 Card Lock/Unlock..................................................................................................... 107 Hide/Show Cards ..................................................................................................... 108 Set Primary Device................................................................................................... 109 Transaction Enrichment.......................................................................................... 110 Add a Card to a Digital Wallet................................................................................. 111 Add a Card from CardControl ......................................................................................... 111