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introducing convenient easy-to-use powerful tools for managing your finances whether you're on the go or at home online banking once logged in you'll see your financial dashboard it offers an at-a-glance view of your current balances and gives you quick access to transfers and Quick Links the accounts tab is home to your summaries it also lets you review account activity view your statements online you can manage your alerts make stop payments on checks download account activity to your financial software and you can also easily order checks transfers offers tools for moving your money whether you're transferring between your accounts with us or transferring money with another financial institution paying bills is just as easy ad billers make payments set reminders even enroll for evils to receive your bill electronically managing your bills has never been this simple plus with zell you can send and receive money with family friends and people you trust a spending overview is your personal financial manager helping you chart spending habits create budgets and set goals and profile is where you manage your personal settings and private communications at the top you'll access helpful information and instructions and settings to customize your experience when finished we recommend logging out to securely end your session online banking convenient easy-to-use tools for managing your finances wherever you go the accounts tab makes managing your accounts with us a breeze you can view a snapshot of your balances it also lets you review account activity view your statements online you can manage your alerts make stop payments on checks download account activity to your financial software and you can also easily order checks account summary displays an at-a-glance view of your accounts selecting an account from any of the tiles will display the account activity for the selected account view activity displays a selected accounts transaction history and account details including the selected accounts name and number under view activity you'll see a detailed list of the accounts recent transactions and you'll find convenient ways to search its transaction history such as date range description type of transaction check number or amount when you've entered your preferred criteria click search and your results will be narrowed per your choices you can also view an image of a check as soon as it's processed and download your account activity to a spreadsheet here's a useful feature if you have a question about a transaction simply click the question mark icon next to the transaction the information about the transaction will be populated into a secure message just add your question or additional information and send it paper statements are an easy target for identity theft they can be stolen from your mailbox or picked right out of your trash these statements are more secure they're easy to store environmentally friendly and more efficient once you're enrolled we'll send you an email when each statement is ready to view your statement select accounts then online statements select the account for the statement you want to view next choose a month and click the link for the e statement you want to download and a PDF will automatically be downloaded alerts is where you can add a new alert view your current alerts and your alert history alerts are a great way to keep you informed when certain events happen with your accounts for example if your account balance drops below a certain amount will notify you just click the alert type then add subscription select which account you want the alert for next choose whether the alert will be triggered when the balance drops below or exceeds a specified amount enter the balance threshold amount and let us know where to send the notification if it's not listed here click the add/edit link when finished click Submit a confirmation message will appear and your alert will be added to your list of current alerts requesting a stop payment on a check is simple to make a request select the stop payment account choose whether it's a single check or a range of checks enter the check number and the amount the payee and reason you're stopping the payment once submitted you will see a verification screen with a confirmation number and the check or checks you've indicated will be flagged and if they have yet to be cashed we will stop the payment quicken and QuickBooks allows you to download your account transactions into files that work with your financial software just select the account the starting and ending dates for the transactions in your download file and the software destination for the file that's all it takes transfers offers powerful tools for controlling your movement of money from here you can make multiple transfers transfer money to and from your accounts at other financial institutions view your transfer activity you can also quickly create new transfers and review a list of your scheduled transfers creating a new transfer is easy simply select the accounts enter the amount you want to transfer and choose a scheduling option you can make the transfer immediately pick a future date or make it a recurring transfer if the transfer will repeat select the frequency and the duration if you'd like enter a description to help remind you why it was created and get an alert every time the transfer is executed once completed your transfer will take place in real time and if it repeats you'll see it listed under your scheduled transfers where you can make changes and delete it anytime external transfers makes managing your financial portfolio easier than ever because now you can move money where it's needed most not just between the accounts you have with us but to and from your accounts at other financial institutions and even investment companies all from right here one login one list of accounts one of the simplest and most helpful money management tools you'll ever use your bill pay payment center is where you can add more billers and pay bills in seconds you can also review your payee activity at reminders set up automatic payments and if your biller offers a bills you can choose to receive your bill electronically you can even send money to your contacts here the payment center shows you your reminders pending payments and payments that have been recently completed it's a simple easy and fast way to pay your bills without stamps or envelopes all in one place spending is a fantastic tool for taking control of your finances and working toward financial goals you can create a budget set savings goals track your expenses in different categories and use the information to make sure you are getting the most from every dollar you earn the overview provides an at-a-glance look at your financial situation by default the current month is displayed top expenses helps you quickly see where the largest amounts of your money are going the three-month average helps you spot trends in your spending patterns top balances displays the largest balances in your accounts at the top you'll find the activity for each account you've chosen to include in your spending reports to add or remove the accounts in this list click Edit list clicking on the account name opens its details budget is the key section for taking control of your finances the bar charts quickly shows you the current balance between your budgeted income and expenses savings goals help you track your progress in accumulating money for important projects the income statement is where you'll find a more detailed breakdown of your income and expenses by category you can view this as a table or a chart that visually represents the numbers in the table finally cash flow helps you track income against expenses and transfers taken together these tools show you what is happening and where you can make a big difference by changing your spending habits building a budget is one of the most important things you can do to manage your money and with your personal finance manager doing much of the work for you it couldn't be easier under budget click view all categories to display our comprehensive list of typical types of income and expense under income you might collect two paychecks each month add up the amount of those paychecks and enter the total in the budget box next to payroll perhaps you are also reimbursed for travel expenses on your job average the amount you are paid back each month and enter that total in the reimbursement budget do this for any source of income you have now move on to expenses follow the same procedure for identifying and assigning a typical amount to the things you spend money on each month once you have completed all your categories of income and spending update the budget tile now shows a chart with your income and expense budgets and by clicking manage you can see the category list will now show only those categories you have entered amounts for whether it's a new car the down payment for a new home or a dream vacation we all have goals that require us to save money savings goals makes it easy to create the target amount and attract your progress toward meeting that savings goal first describe the goal for example new car next select the account where you'll accumulate the funds if there is money already in that account the balance will automatically show up in your starting savings amount if this is a new goal that you are starting toward from scratch you can change the starting amount to zero next enter the amount you want to accumulate to meet the goal choose a starting date and the target date for reaching the goal then add and save your new savings goal will appear in the savings goals tile on the overview page some people have income or expenses that just don't fit under our standard categories so we've created a way to add a custom category to better describe your expense or income under categories just select the type give the custom category a name and provide a description then add the new category will now appear in the my categories list you can delete any of your custom categories at any time and a default or other category will be used for future reports finally to view your custom category from the view all lists on your budget screen click done profile is where you'll find access to your personal options messages disclosures and user activity user profile is where you customize your profile settings such as email address to make a change simply select the item you want to change type in the new information and update that's it our secure message center allows you to correspond with us in a secure environment composing your message is easy just select a category tell us which account it's regarding enter your subject and let us know how we might be of service