Houston Texas Fire Fighters Federal Credit Union Online Banking & Bill Pay User Guide

5

Categorizing Transactions................................................................................................... 36 Splitting a Transaction......................................................................................................... 37 Deleting Split Transaction................................................................................................... 37 Online Banking Home Page.......................................................................................38 Net Worth Overview............................................................................................................. 39 Budgets Overview................................................................................................................ 40 Editing or Deleting a Budget............................................................................................... 41 Managing Budgets............................................................................................................... 42 Spending Overview.............................................................................................................. 43 Spending: Recategorizing a Transaction........................................................................... 44 Trends Overview................................................................................................................... 46 Debts Overview.................................................................................................................... 47 Transactions Moving Money Overview............................................................................................48 Funds Transfer.............................................................................................................50 M2M Transfer..............................................................................................................52 Single Transfers Between HTFFFCU Accounts.................................................................. 52 Linking Someone’s HTFFFCU Account................................................................................ 53 Send Money (FirePay) Initial Set Up..........................................................................54 Send Money (FirePay).................................................................................................56 Send Money (FirePay) History Overview. .................................................................58 Repeat a Send Money (FirePay)Transaction. ...........................................................59 Receiving Funds with Send Money............................................................................60 Adding A Personal External Account.........................................................................61 Verifying A Personal External Account......................................................................62 Online Activity Center Overview................................................................................63 Using Filters........................................................................................................................... 64 Creating or Deleting Custom Views Using Favorites........................................................ 64 Canceling Transactions........................................................................................................ 65 Quick Bill Pay Bill Pay Overview ........................................................................................................66 Creating a Payee................................................................................................................... 66 Editing a Payee...................................................................................................................... 68 Deleting a Payee................................................................................................................... 69 Changing “Pay From” Accounts........................................................................................... 70 Making a Single Payment...........................................................................................71 Paying Multiple Bills....................................................................................................72 Payment Activity..........................................................................................................73 Cancel a Pending Payment.........................................................................................74

: