Page Preferences

You may use Page Preferences to change the default number of items in the grids on the Transaction Activity pages, the default number of days of transaction history that display for your accounts and hide or display pending transactions. You can also create income and expense categories for transactions.

The Page Preference functions are described in the following sections:

To access your page preferences,

  1. Click the Account Services tab after signing onto online banking.

  2. Click Page Preferences from the navigation links on the left side of the page. The Page Preferences page displays.

To change the default number of items in the grids on the transaction activity pages, the default number of days of transaction history that display for your accounts, and hide or display pending transactions, perform the functions described in the following sections.

  1. Select the number of grid lines to display from the Grid Lines per page dropdown.

  2. Click Save.

  3. If you do not want to save your changes, click Cancel.

  1. Select the number of days of transaction history you want to display from the History Days dropdown. The maximum number of days that may be selected is determined by your financial institution.

  2. Click Save.

  3. If you do not want to save your changes, click Cancel.

  1. Select the Hide Pending Transactions check box to add or remove the check mark. If the check mark is present the pending transactions will be hidden.

  2. Click Save.

You can use categories to organize your transactions. You may create the name for each category (for example, Clothing, Food, Healthcare or Insurance) and identify it as income or an expense.

  1. Click the Add New Category button. The Add Category pop-up displays.

  2. Type the name of the new category in the Category field.

  3. Select either Income or Expense to identify the new category.

  4. Click Save to create the new category.

  5. If you do not want to create a new category and disregard the entries you made, click Cancel.

  1. Click the category name from the list. The Edit Category pop-up displays.

  2. Type the new name for the category in the Category field if you want to change the category name.

  3. Select either Income or Expense to identify the category.

  4. Click Save.

  5. If you do not want to save your changes to the category, click Cancel.

Note: All transactions assigned to the category you edited are updated to reflect changes you make.

  1. Click the trash can icon next to the category you want to delete. The Confirmation – Delete Account Category pop-up displays.

  2. If you want to reassign all transactions within this category to another category, select the new category from the Reassign to Category dropdown. Be aware that there is no default category assignment in the online banking system.

  3. Click Confirm to delete the category and reassign all transactions to the new category you selected. The Delete Account Category page shows the category you deleted and the category to which transactions were reassigned.

  4. Click OK to return to the Page Preferences page.

  5. If you do not want to delete the category and reassign transactions, click Cancel.

  1. Click Print.

  2. When your workstation’s print menu displays, make the appropriate selections and click Print. You may print the categories listed on the current page or, if there are multiple pages of categories, the categories on all pages.

  1. Click Export. The Export Options pop-up displays.

  2. Select the format to which you want to export the list of categories. Your financial institution defines which formats you can use.

  3. Click the Export button. You can open or save the file to your workstation.

  4. Click the Cancel button to exit the Export Options pop-up without downloading a file.