Click on a transaction to open the transaction detail view. To categorize a transaction, click on the category field of the transaction line and select from...

Open the Accounts View and click on the account you wish to edit. This opens the account detail view where you can change an account name, type, and interes...

From the Accounts View, broken accounts will be displayed with an exclamation point in yellow over the top right corner of the account card. Click on the “b...

Once logged into Home Banking, select the Money Management tab on the menu bar

The Transactions View provides an easy way to review or find transactions from any account, over any time period. You can use the date range selector to det...

For custom tags, type in the name of the tag and then hit [ENTER]. If there is a pre-set tag to choose from, hit the down arrow on your keyboard to select t...

Click on the gear icon in the navigation bar to open Settings, and then click on the Alerts tab. Click the envelope icon next to each alert you want to rece...

Click on the gear icon in the navigation bar to open Settings, and then click on the Profile tab

The Spending View displays your spending across all categories for the time period selected. Use the date range selector to specify what date range you woul...

When transactions are imported, they are auto-categorized based on how you and other users have categorized similar transactions. When you change a transact...