Members Credit Union Digital Banking Guide
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Money Management Tools Initial Setup..................................................................................................................79 Linking an Account............................................................................................................... 79 Unlinking an Account .......................................................................................................... 80 Categorizing Transactions .................................................................................................. 81 Splitting a Transaction......................................................................................................... 82 Online Banking Home Page.......................................................................................83 Spending Overview.............................................................................................................. 84 Spending: Recategorizing a Transaction........................................................................... 85 Budgets Overview................................................................................................................ 87 Auto-generated Budgets..................................................................................................... 88 Budgets From Scratch ......................................................................................................... 88 Editing or Deleting a Budget............................................................................................... 89 Managing Budgets............................................................................................................... 90 Trends Overview .................................................................................................................. 91 Cash Flow Overview............................................................................................................. 92 Adding a Suggested Cash Event......................................................................................... 93 Creating Your Own Cash Event .......................................................................................... 94 Editing, Deleting or Skipping a Cash Event ....................................................................... 96 Net Worth Overview ............................................................................................................ 97 Debts Overview.................................................................................................................... 98 Services Stop Payment Request...............................................................................................99 Single Check ......................................................................................................................... 99 Multiple Checks ................................................................................................................ 100 Reordering Checks................................................................................................... 101 eStatements ............................................................................................................. 102 eStatement Delivery ................................................................................................ 104 Signing Up for E-Statements............................................................................................ 104 eStatement Delivery ................................................................................................ 105 Settings Account Preferences ............................................................................................... 106 Change Address ....................................................................................................... 107 Text Enrollment........................................................................................................ 108 Themes and Languages .......................................................................................... 110 Accessibility............................................................................................................... 111 Branches Branches and ATMs................................................................................................. 112
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