DFCU Online User Guide

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5

6a

6b

8

7

5. Select a subcategory. 6. (Optional) To create a new subcategory,

a. Click the “Add a subcategory” link to make a new sub-category. b. Enter the subcategory name and click the Confirm button. 7. Click the This time only button to apply the recategorization to just this transaction. 8. Click the Apply to all button to apply the recategorization to all transactions from the same payee.

Financial Tools: Online Banking Home Page