Members Credit Union Digital Banking Guide

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Money Management Tools Initial Setup..................................................................................................................80 Linking an Account............................................................................................................... 80 Unlinking an Account........................................................................................................... 81 Categorizing Transactions................................................................................................... 82 Splitting a Transaction......................................................................................................... 83 Online Banking Home Page.......................................................................................84 Spending Overview.............................................................................................................. 85 Spending: Recategorizing a Transaction........................................................................... 86 Budgets Overview................................................................................................................ 88 Auto-generated Budgets..................................................................................................... 89 Budgets From Scratch.......................................................................................................... 89 Editing or Deleting a Budget............................................................................................... 90 Managing Budgets............................................................................................................... 91 Trends Overview................................................................................................................... 92 Cash Flow Overview............................................................................................................. 93 Adding a Suggested Cash Event......................................................................................... 94 Creating Your Own Cash Event........................................................................................... 95 Editing, Deleting or Skipping a Cash Event........................................................................ 97 Net Worth Overview............................................................................................................. 98 Debts Overview.................................................................................................................... 99 Services Stop Payment Request............................................................................................100 Single Check ...................................................................................................................... 100 Multiple Checks ................................................................................................................ 101 Reordering Checks...................................................................................................102 eStatements.............................................................................................................. 103 eStatement Delivery.................................................................................................105 Signing Up for E-Statements............................................................................................ 105 eStatement Delivery.................................................................................................106 Settings Account Preferences................................................................................................107 Change Address........................................................................................................108 Text Enrollment........................................................................................................109 Themes and Languages...........................................................................................111 Accessibility............................................................................................................... 112 Branches Branches and ATMs.................................................................................................113

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