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How do I Add/Remove Icons To/From Transactions in Online Banking?

Budget & Planning Tools help you easily manage your money from online banking.

To Add Icons to Transactions: 

  • From the Main Menu, go to Settings and then Preferences > Budget & Planning Tools.

 

  • Click Enroll in Budget & Planning Tools: 

   

  • Click Continue, check the box to Accept the Terms & Conditions, and click Get Started. 

  • The budget icons will appear with your transactions shortly. 

 

To Remove Icons from Transactions:  

 

NOTE: This will delete your Budget & Planning Tools activity and data. 

  • From the Main Menu, go to Settings and then Preferences > Budget & Planning Tools. 

  • Click Unenroll from Budget & Planning Tools. 


       

  • The Budget icons will be removed from your transactions.