* The following instructions assume you have logged in to Online Banking and are starting from the Account Summary page.
: Select Add Categories
from the Accounts
menu in the top navigation.
For Option 1: This option allows you to set up categories from our predefined list. To use this option, simply choose the category you would like to use and select Continue.
For Option 2: This option provides you the ability to create a new category that is not currently in the predefined category list above. To use the option, simply select Define your own Category.
Step 3: If you choose Option 2, enter the Category Name for the category you wish to create.
*If you choose Option 1, simply follow the on-screen prompts.
Step 4: Enter a description of the category in the Category Description field.
Step 5: Choose what type of category you wish to create.
Step 6: Select whether this category is Tax Related and select Submit.
Step 7: Verify the information that you entered is correct and click Submit. If you need to make any changes, click Previous.
* Once the category has been created, you can then go to the Account Detail page and assign it to the appropriate transaction.