Frequently-Asked Questions : Budgeting

Viewing income and expenses by category

Once you are logged into the Online Branch, you can view your income and expenses by category by clicking on the Budget tab at the far right of the navigational tab menu towards the top of the screen. This will display a list of categories and any transaction totals already associated with those categories (e.g. Automobile, Clothing, DiningOut, etc). Please note that only those categories that have transactions currently associated with them are shown on this main page. To see the entire category list, click on the “Categories” sub-navigation menu located under the main tab navigation at the top of the screen.

To view an individual Expense or Deposit category and its subsequent categorized transactions simply click on the Category Name (e.g. DiningOut, Deposit, etc). This will display only those transactions currently associated with this category.