Andrews Federal Credit Union Digital Banking User Guide

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Themes and Languages .......................................................................................... 118 Accessibility............................................................................................................... 119 Quick Balance........................................................................................................... 120 To Enable Quick Balance.................................................................................................. 120 To Use Quick Balance....................................................................................................... 121 Branches and ATMs................................................................................................. 122 Financial Tools Initial Setup............................................................................................................... 123 Tagging Transactions........................................................................................................ 125 Splitting a Transaction...................................................................................................... 127 Financial Tools Dashboard ..................................................................................... 129 Spending by Category ............................................................................................. 130 Budget ....................................................................................................................... 132 Adding Budgets................................................................................................................. 133 Managing Budgets............................................................................................................ 134 Add a Budget Alert............................................................................................................ 136 Cashflow Overview .................................................................................................. 137 Add a Bill or Income ......................................................................................................... 138 Net Worth ................................................................................................................. 139 Add an Unlinked Asset or Debt....................................................................................... 140 Goals.......................................................................................................................... 141 Adding Goals ..................................................................................................................... 142 Save for Goals.................................................................................................................... 142 Pay Off Goals ..................................................................................................................... 143 Add a Goal Alert ................................................................................................................ 144 Managing Goals ................................................................................................................ 145 US Bill Pay Payments Overview................................................................................................. 146 Hiding or Unhiding Payees from Payment Screen ....................................................... 147 Creating a Payee Overview ..................................................................................... 148 Creating a Payee: Company.................................................................................... 149 Creating a Payee: Person ........................................................................................ 151 Part 1 of 3: Choosing Payee and Payment Method ...................................................... 151 Part 2 of 3: Adding Payee Information........................................................................... 152 Part 3 of 3: Keyword (Email Only) and One-Time Activation Code ............................. 153 Editing a Payee ......................................................................................................... 154 Deleting a Payee ...................................................................................................... 155 Scheduling Payments .............................................................................................. 156 Recurring Payments ................................................................................................ 157 Editing Payments ..................................................................................................... 158 Skipping Payments .................................................................................................. 159

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