CEFCU On-Line & CEFCU Bill Pay

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Table of Contents Getting Started

New User Enrollment ...................................................................................................8 Logging In.....................................................................................................................10 Logging Off ........................................................................................................................... 10 Resetting a Forgotten Password ...............................................................................11 Retrieving a Forgotten Login ID.................................................................................13 Accounts Home Page Overview .................................................................................................14 Account Details Overview ..........................................................................................16 Quick Transfer.............................................................................................................18 Account Nickname......................................................................................................19 Details & Settings........................................................................................................20 Manage Accounts Overview ......................................................................................................................21 Manual Accounts ........................................................................................................22 Adding a Manual Account................................................................................................... 22 Editing a Manual Account ................................................................................................... 23 Deleting a Manual Account................................................................................................. 24 Online Budgeting Tools Supporting Your Financial Plan .................................................................................25 Online Budgeting Tools Initial Setup ........................................................................26 Enrolling in Online Budgeting Tools .................................................................................. 26 Your First Online Budgeting Tools Session..............................................................27 Linking an Account............................................................................................................... 28 Unlinking an Account .......................................................................................................... 29 Categorizing Transactions .................................................................................................. 30 Splitting a Transaction......................................................................................................... 31 Online Banking Home Page.......................................................................................32 Spending Overview.............................................................................................................. 33 Spending: Transaction Details............................................................................................ 34 Spending: Recategorizing a Transaction........................................................................... 35 Spending: Tagging a Transaction....................................................................................... 37 Spending: Splitting a Transaction ...................................................................................... 38 Budgets Overview................................................................................................................ 39 Auto-generated Budgets..................................................................................................... 40 Budgets From Scratch ......................................................................................................... 40