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QUICK START GUIDE

Dashboard1. Add accounts from other financial institutions.

Your primary CUSB accounts willautomatically be added the first time youuse Spending Habits Tools.

2. When you add accounts, your transactionsand balances will update accordingly.

3. Your transactions will categorize themselveswith ‘tags’. To personalize these categories,select the transaction and edit the tag.

Spending Targets1. Navigate to the Budget tab to create

Spending Targets.2. Click the ‘Add a new spending target’ button

and follow the prompts to begin to track yourspending by category. Popular categories totrack are groceries, dining out and household.

Cashflow1. Navigate to the Cashflow tab to see your

projected day-to-day cash flow.2. Add income & bills like your paycheck, rent

or utilities to more accurately forecast yourcash flow.

Goals1. Follow the prompts to the Goals tab to create

one or more financial goals.2. Select from the available

savings and payoff goaltypes to begin trackingyour progress towards yourfinancial aspirations.

Do you want toset up a budget?Want to have all of yourfinancial information inone place?

Utilize our E-BankingSolution, SpendingHabits Tools!

Simply log in to E-Banking,select Spending HabitsTools, and get startedusing it right away! No ad-ditional enrollment stepsrequired for use.

Laptop or desktop users:� Log in to E-Banking� Select an Account� Select Spending

Habits Tools

E-BANKINGCUSB BankS P E N D I N G H A B I T S T O O L S