Austin Telco Federal Credit Union Digital Banking User Guide

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Online Banking Home Page.................................................................................... 108 Spending Overview........................................................................................................... 109 Spending: Recategorizing a Transaction........................................................................ 110 Budgets Overview............................................................................................................. 112 Auto-generated Budgets.................................................................................................. 113 Budgets From Scratch ...................................................................................................... 113 Editing or Deleting a Budget............................................................................................ 114 Managing Budgets............................................................................................................ 115 Trends Overview ............................................................................................................... 116 Cash Flow Overview.......................................................................................................... 117 Adding a Suggested Cash Event...................................................................................... 118 Creating Your Own Cash Event ....................................................................................... 119 Editing, Deleting or Skipping a Cash Event .................................................................... 121 Net Worth Overview ......................................................................................................... 122 Debts Overview................................................................................................................. 123 Bill Pay Advanced Bill Pay Overview.................................................................................... 124 Hiding or Unhiding Payees from Payment Screen ....................................................... 126 Hide a Payee...................................................................................................................... 126 Unhide a Payee ................................................................................................................. 126 Creating a Payee Overview ..................................................................................... 127 Creating a Payee: Company.................................................................................... 128 For a Known Payee ........................................................................................................... 129 For an Unknown Payee .................................................................................................... 130 Creating a Payee: Person ........................................................................................ 131 Part 1 of 2: Choosing Payee and Payment Method ...................................................... 131 Part 2 of 2: Adding Payee Information........................................................................... 132 Editing a Payee ......................................................................................................... 133 Deleting a Payee ...................................................................................................... 134 Scheduling Payments .............................................................................................. 135 Recurring Payments ................................................................................................ 136 Editing Payments ..................................................................................................... 138 Skipping Payments .................................................................................................. 140 Deleting Payments................................................................................................... 141 Setting Up eBills ....................................................................................................... 142 Adding an Account................................................................................................... 143 Editing an Account ................................................................................................... 144 Deleting an Account ................................................................................................ 145 Editing Alerts ............................................................................................................ 146 Categories................................................................................................................. 147