DFCU Online User Guide

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Editing Pending Payments..........................................................................................75 Canceling Pending Payments.....................................................................................76 Viewing Transaction Details.......................................................................................77 Single Transaction................................................................................................................ 77 Multiple Transactions. ......................................................................................................... 78 Creating a Reminder...................................................................................................80 Managing Reminders..................................................................................................82 Editing Reminders.......................................................................................................83 Deleting Reminders.....................................................................................................84 Moving Payments........................................................................................................85 Editing Account Name. ...............................................................................................86 Popmoney....................................................................................................................87 Send Money. ......................................................................................................................... 87 Personal Financial Management Initial Setup. .................................................................................................................89 Linking an Account............................................................................................................... 89 Unlinking an Account........................................................................................................... 90 Categorizing Transactions................................................................................................... 91 Splitting a Transaction......................................................................................................... 92 Online Banking Home Page. ......................................................................................93 Spending Overview. ............................................................................................................. 94 Spending: Recategorizing a Transaction. .......................................................................... 95 Budgets Overview. ............................................................................................................... 97 Auto-generated Budgets. .................................................................................................... 98 Budgets From Scratch.......................................................................................................... 98 Editing or Deleting a Budget............................................................................................... 99 Managing Budgets. ........................................................................................................... 100 Trends Overview................................................................................................................ 101 Cash Flow Overview.......................................................................................................... 102 Adding a Suggested Cash Event. ..................................................................................... 103 Creating Your Own Cash Event........................................................................................ 104 Editing, Deleting or Skipping a Cash Event..................................................................... 106 Net Worth Overview.......................................................................................................... 107 Debts Overview. ................................................................................................................ 108 Services Stop Payment Request. ........................................................................................... 109 Single Check ...................................................................................................................... 109 Multiple Checks . ............................................................................................................... 110 Reordering Checks................................................................................................... 111