DFCU Online User Guide

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Table of Contents Getting Started

New User Enrollment ...................................................................................................8 Logging In.......................................................................................................................9 Logging Off ............................................................................................................................. 9 Resetting a Forgotten Password ...............................................................................10 Home Page Home Page Overview .................................................................................................12 Account Details Overview ..........................................................................................14 Quick Transfer.............................................................................................................16 Account Nickname......................................................................................................17 Details & Settings........................................................................................................18 Manage Accounts Overview ......................................................................................................................19 Manual Accounts ........................................................................................................20 Adding a Manual Account................................................................................................... 20 Editing a Manual Account ................................................................................................... 21 Deleting a Manual Account................................................................................................. 22 Financial Tools Initial Setup .......................................................................................23 Enrolling in Financial Tools ................................................................................................. 23 Linking an Account............................................................................................................... 24 Unlinking an Account .......................................................................................................... 25 Financial Tools Online Banking Home Page.......................................................................................26 Spending Overview.............................................................................................................. 27 Spending: Transaction Details............................................................................................ 28 Spending: Recategorizing a Transaction........................................................................... 29 Spending: Tagging a Transaction....................................................................................... 31 Spending: Splitting a Transaction ...................................................................................... 32 Budgets Overview................................................................................................................ 33 Auto-generated Budgets..................................................................................................... 34 Budgets From Scratch ......................................................................................................... 34 Editing or Deleting a Budget............................................................................................... 35 Editing or Deleting a Sub-Budget....................................................................................... 37 Trends Overview .................................................................................................................. 38 Cash Flow Overview............................................................................................................. 39 Adding an Expense .............................................................................................................. 40 Adding Income ..................................................................................................................... 41