Western Your Guide to Personal Online Banking

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Table of Contents Getting Started

New User Enrollment ...................................................................................................9 Logging In.....................................................................................................................11 Logging Off ........................................................................................................................... 11 Resetting a Forgotten Password ...............................................................................12 Retrieving a Forgotten Login ID.................................................................................14 Accounts Home Page Overview .................................................................................................15 Account Details Overview ..........................................................................................16 Quick Transfer.............................................................................................................18 Account Nickname......................................................................................................19 Details & Settings........................................................................................................20 Credit Score and Report.............................................................................................21 Manage Accounts Overview ......................................................................................................................22 Tagging an Account ....................................................................................................23 Editing an Account Tag........................................................................................................ 24 Deleting an Account Tag ..................................................................................................... 25 Manual Accounts ........................................................................................................26 Adding a Manual Account................................................................................................... 26 Editing a Manual Account ................................................................................................... 27 Deleting a Manual Account................................................................................................. 28 Financial Tools Financial Tools Initial Setup .......................................................................................29 Enrolling in Financial Tools ................................................................................................. 29 Unenrolling in Financial Tools ............................................................................................ 30 Linking an Account............................................................................................................... 31 Unlinking an Account .......................................................................................................... 32 Categorizing Transactions .................................................................................................. 33 Splitting a Transaction......................................................................................................... 34 Online Banking Home Page.......................................................................................35 Spending Overview.............................................................................................................. 36 Spending: Transaction Details............................................................................................ 37 Spending: Recategorizing a Transaction........................................................................... 38 Spending: Tagging a Transaction....................................................................................... 40 Spending: Splitting a Transaction ...................................................................................... 41 Budgets Overview................................................................................................................ 42