Max Credit Union Consumer Online Banking User Guide

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Sending a Gift............................................................................................................115 Sending a Donation..................................................................................................117 Editing a Gift or Donation Recipient.......................................................................119 Deleting a Gift or Donation Recipient....................................................................120 Editing a Pending Gift or Donation........................................................................122 Deleting a Pending Gift or Donation......................................................................124 Smartfolio Initial Setup...............................................................................................................126 Tagging Transactions........................................................................................................ 128 Splitting a Transaction...................................................................................................... 130 Smartfolio Dashboard.............................................................................................132 Spending by Category Overview...................................................................................... 133 Budgets Overview............................................................................................................. 134 Adding Budgets................................................................................................................. 135 Managing Budgets............................................................................................................ 136 Budget Alerts..................................................................................................................... 138 Cashflow Overview............................................................................................................ 139 Cashflow Add Income....................................................................................................... 140 Cashflow Add Bill............................................................................................................... 141 Net Worth Overview.......................................................................................................... 142 Goals Overview.................................................................................................................. 143 Adding Goals...................................................................................................................... 144 Save for Goals.................................................................................................................... 144 Pay Off Goals..................................................................................................................... 145 Managing Goals................................................................................................................. 146 Goal Alerts.......................................................................................................................... 147