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How to Search Transactions in Online Banking

1. Hover over Accounts 
2. Click Accounts 
3. Click Transactions 
4. Select the details for the search 
5. Click Search 

How to Categorize Transactions in Online Banking

1. Hover over Financial Planning 
2. Click Savings Goals 
3. Under View Transactions, click the blue description under the transaction you wish to change 
4. Select the category you wish to apply to that transaction 

Note: You can also select whether you would like all future transactions from that vendor to be listed as the same