Advia Credit Union Quick & Easy Digital Banking Guide

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Transfer Funds.............................................................................................................39 Make Payments...........................................................................................................41 Member to Member Transfer ...................................................................................43 Linking Someone’s Advia Account...................................................................................... 43 Single Transfers Between Advia Accounts........................................................................ 44 Send Money (P2P) Initial Set Up................................................................................45 Send Money (P2P).......................................................................................................47 Send Money (P2P) History Overview.........................................................................49 Repeat a Send Money (P2P) Transaction..................................................................50 Receiving Funds with Send Money (P2P)..................................................................51 Recurring Transfers.....................................................................................................52 Online Activity Overview.............................................................................................53 Using Filters........................................................................................................................... 54 Creating or Deleting Custom Views Using Favorites........................................................ 54 Editing Transactions............................................................................................................. 55 Canceling Transactions........................................................................................................ 56 Bill Payment Payments Overview. ...................................................................................................57 Create a Payee.............................................................................................................59 Schedule Payments.....................................................................................................61 Recurring Payments....................................................................................................62 Edit or Cancel Payments.............................................................................................63 Rush Delivery...............................................................................................................65 eBills..............................................................................................................................67 Categories....................................................................................................................68 Personal Financial Management Initial Setup..................................................................................................................69 Linking an Account............................................................................................................... 69 Categorizing Transactions................................................................................................... 70 Splitting a Transaction......................................................................................................... 71 Online Banking Home Page.......................................................................................72 Net Worth Overview............................................................................................................. 73 Budgets Overview................................................................................................................ 74 Editing or Deleting a Budget............................................................................................... 75 Managing Budgets............................................................................................................... 76 Spending Overview.............................................................................................................. 77 Spending: Recategorizing a Transaction........................................................................... 78 Trends Overview................................................................................................................... 80 Debts Overview.................................................................................................................... 81