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Available transaction categories in digital banking

Our Spending Analysis tool in digital banking allows you to categorize your transactions for easier money management. Below are a list of available categories to choose from:

Expenses

Automotive Expenses

  • Automotive Expenses
  • Gasoline/Fuel

Business Services

  • Advertising
  • Business Miscellaneous
  • Office Maintenance
  • Office Supplies
  • Online Services
  • Postage and Shipping
  • Printing

Educational Expenses

  • Education

Food Expenses

  • Groceries
  • Restaurants/Dining

Giving

  • Charitable Giving

Healthcare

  • Healthcare/Medical

Home Expenses

  • Cable/Satellite Services
  • Home Improvement
  • Home Maintenance
  • Loans
  • Mortgages
  • Rent
  • Telephone Services
  • Utilities

Insurance

  • Insurance

Miscellaneous Expenses

  • ATM/Cash Withdrawals
  • Checks
  • Other Bills
  • Other Expenses
  • Service Charges/Fees
  • Wages Paid

Personal & Family

  • Child/Dependent Expenses
  • Clothing/Shoes
  • Dues and Subscriptions
  • Electronics
  • Entertainment
  • General Merchandise
  • Gifts
  • Hobbies
  • Personal Care
  • Pets/Pet Care

Taxes

  • Taxes

Travel

  • Travel

Income

Income

  • Consulting
  • Deposits
  • Interest
  • Investment Income
  • Other Income
  • Paychecks/Salary
  • Retirement Income
  • Rewards
  • Sales
  • Services

Refunds & Reimbursements

  • Expense Reimbursement
  • Refunds/Adjustments

Transfer

Assigning these categories will REMOVE transactions from the Spending Analysis tool.

Credit Card Payment

  • Credit Card Payments

Transfers

  • Savings
  • Securities Trades
  • Transfers

Deferred Compensation

Retirement Savings

  • Retirement Contributions

Uncategorized

Uncategorized

  • Uncategorized

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