Oklahoma's Credit Union Digital Banking User Guide

106

Categorizing Transactions In order for our Digital Money Management tools to work properly, make sure your transactions are correctly categorized. When all your accounts are synced to DMM, your transactions are automatically categorized. Common categories include gas/auto, entertainment, medical expenses, rent and utilities. If a transaction needs to be reassigned you can easily edit the category. Each category has a corresponding icon assigned to it to help quickly identify a transaction’s financial category. These icons are displayed next to each transaction in the Account Details page.

1

3

2

5

4

Click an account to view the Account Details page . 1. Click a category icon to edit the category. 2. Select a new category. 3. Click the icon to view sub-categories. 4. Click + Add Sub-Category to add a different sub-category.

Digital Money Management: Initial Setup 5. Enter the sub-category’s name and click the

icon.

Made with FlippingBook - Online Brochure Maker