Waukesha State Bank User Guide Personal Digital Banking

17

Dashboard Account Details

Selecting a Waukesha State Bank account on the dashboard takes you to the Account Details page, where you can view every transaction pertaining to that account. From here, you can view details such as type of transaction, check images and account balances, so you stay organized and on top of your finances.

E

F

G H

A B C D

K

L

J

I

A. Download your transactions into a different format by clicking the

icon.

See page 19 for more information. B. Print a list of your transactions by clicking the

icon.

C. The icon opens the search bar to sort and find transactions within that account. D. The Transfers button allows you to transfer money between your accounts. See page 60 for more details. E. The Documents button allows you to view digital documents. See page 89 for more information. F. The Paperless Statements button allows you to enroll in digital statements. See page 92 for more information. G. The Insights button takes you to our budgeting tool. H. The Stop payments button allows you to stop a pending check payment. See page 85 for more information. I. The Alert preferences button allows you to create alerts for that account. See page 42 for more information. J. The Settings button allows you to edit the display options for that account. See page 18 for more information. K. The Attatch to a conversation button lets you send Waukesha State Bank a message. L. You can view more details about a transaction by clicking on it.

Dashboard: Account Details