Members Credit Union Digital Banking Guide

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Categories. ...................................................................................................................77 Editing a Category.......................................................................................................78 Deleting a Category.....................................................................................................79 GiftPay Overview.........................................................................................................80 Creating a Recipient: Gift Check................................................................................81 Creating a Recipient: Donation..................................................................................83 Sending a Gift...............................................................................................................85 Sending a Donation.....................................................................................................87 Editing a Gift or Donation Recipient..........................................................................89 Deleting a Gift or Donation Recipient.......................................................................90 Editing a Pending Gift or Donation...........................................................................92 Deleting a Pending Gift or Donation.........................................................................94 Money Management Tools Initial Setup..................................................................................................................96 Linking an Account............................................................................................................... 96 Unlinking an Account........................................................................................................... 97 Categorizing Transactions................................................................................................... 98 Splitting a Transaction......................................................................................................... 99 Online Banking Home Page....................................................................................100 Spending Overview........................................................................................................... 101 Spending: Recategorizing a Transaction........................................................................ 102 Budgets Overview............................................................................................................. 104 Auto-generated Budgets.................................................................................................. 105 Budgets From Scratch....................................................................................................... 105 Editing or Deleting a Budget............................................................................................ 106 Managing Budgets............................................................................................................ 107 Trends Overview................................................................................................................ 108 Cash Flow Overview.......................................................................................................... 109 Adding a Suggested Cash Event...................................................................................... 110 Creating Your Own Cash Event........................................................................................ 111 Editing, Deleting or Skipping a Cash Event..................................................................... 113 Net Worth Overview.......................................................................................................... 114 Debts Overview................................................................................................................. 115 Services Stop Payment Request............................................................................................116 Single Check ...................................................................................................................... 116 Multiple Checks ................................................................................................................ 117 Reordering Checks...................................................................................................118 eStatements.............................................................................................................. 119 eStatement Delivery.................................................................................................121

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