Helpful Tips for Navigating Online Personal Banking

As we transition to our new Online Banking system, we wanted to provide you with some helpful tips.

Viewing Transactions

When viewing transactions, the default is set to view your current statement. Due to our system conversion, your most recent statement began on March 17, 2012. To view transactions prior to March 17, 2012, select Previous Statement, located in the Transaction Activity dropdown menu.

You may also increase the number of visible transactions by increasing the default number from 25. To do so, select All, in the Transactions Displayed dropdown menu.

Viewing All Transactions

To view All Transactions, simply highlight the account you wish to view. Highlight Transactions and then click on All Transactions.

A new window will pop up that shows all transactions for that account.

To close this window and return to the page you were previously view simply click the “X” in the lower right corner of the window.

To get to Bill Pay, first select the account that you pay bills from. Once you are in this account, the tabs will appear across the top and you can then select the Bill Pay.

To change the descriptions of the items listed in your check register, highlight the account you wish to use; highlight Transactions, and click on All Transactions.

Once you are in All Transactions, you can click on the piece of paper with the paper and pencil.

Once you click on the paper/pencil, two boxes will appear for that item. One allows you to change the description and the other allows you to categorize your expense. When finished, click on the disk to save your change. Please note: Revised descriptions will only show under All Transactions or when you export the file.

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