Georgia United Credit Union Online Banking User Guide

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Bill Pay Bill Pay Overview.........................................................................................................44 Adding a Payee............................................................................................................45 Editing a Payee...................................................................................................................... 46 Deleting a Payee................................................................................................................... 47 Payees...........................................................................................................................48 Adding a Bill.......................................................................................................................... 48 Making a One-Time or Recurring Payment..............................................................50 Making Multiple Payments.........................................................................................52 Payment Activity..........................................................................................................54 Editing a Pending Payment ................................................................................................ 54 Deleting a Pending Payment .............................................................................................. 56 Mortgage Services Mortgage Services.......................................................................................................58 Finance Manager Initial Setup..................................................................................................................59 Tagging Transactions........................................................................................................... 61 Splitting a Transaction......................................................................................................... 63 Finance Manager Dashboard.....................................................................................65 Spending by Category.................................................................................................66 Budget. .........................................................................................................................68 Adding Budgets.................................................................................................................... 69 Managing Budgets............................................................................................................... 70 Cashflow Overview......................................................................................................72 Add a Bill or Income............................................................................................................. 73 Net Worth.....................................................................................................................74 Add an Unlinked Asset or Debt.......................................................................................... 75 Goals.............................................................................................................................76 Adding Goals......................................................................................................................... 77 Save for Goals....................................................................................................................... 77 Pay Off Goals........................................................................................................................ 78 Managing Goals.................................................................................................................... 79 Services Check Withdrawal........................................................................................................80 Stop Payment Request...............................................................................................81 Single Check ......................................................................................................................... 81 Multiple Checks ................................................................................................................... 83 Statements...................................................................................................................85 First Time Enrollment........................................................................................................... 85 View Statements................................................................................................................... 86

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