CCCU: Online Banking Guide Member Accounts

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Editing Payments.........................................................................................................82 Skipping Payments......................................................................................................84 Deleting Payments......................................................................................................85 Setting Up eBills...........................................................................................................86 Adding an Account......................................................................................................87 Editing an Account.......................................................................................................88 Deleting an Account....................................................................................................89 Editing Alerts................................................................................................................90 Categories. ...................................................................................................................91 Editing a Category. ......................................................................................................92 Deleting a Category.....................................................................................................93 Personal Financial Management Initial Setup. .................................................................................................................94 Linking an Account............................................................................................................... 94 Unlinking an Account........................................................................................................... 95 Categorizing Transactions................................................................................................... 96 Splitting a Transaction......................................................................................................... 97 Online Banking Home Page. ......................................................................................98 Spending Overview. ............................................................................................................. 99 Spending: Recategorizing a Transaction. ....................................................................... 100 Budgets Overview. ............................................................................................................ 102 Auto-generated Budgets. ................................................................................................. 103 Budgets From Scratch....................................................................................................... 103 Editing or Deleting a Budget............................................................................................ 104 Managing Budgets. ........................................................................................................... 105 Trends Overview................................................................................................................ 106 Cash Flow Overview.......................................................................................................... 107 Adding a Suggested Cash Event. ..................................................................................... 108 Creating Your Own Cash Event........................................................................................ 109 Editing, Deleting or Skipping a Cash Event..................................................................... 111 Net Worth Overview.......................................................................................................... 112 Debts Overview. ................................................................................................................ 113 Services Stop Payment Request. ........................................................................................... 114 Single Check ...................................................................................................................... 114 Multiple Checks . ............................................................................................................... 115 Reordering Checks................................................................................................... 116 CardSwap. ................................................................................................................. 117 Getting Started. ................................................................................................................. 117 Overview............................................................................................................................. 119 Card Replacement.................................................................................................... 120