Oklahoma's Credit Union Digital Banking User Guide

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Advanced Bill Pay Payments Overview. ............................................................................................. 78 Hiding or Unhiding Payees from Payment Screen...................................................... 79 Creating a Payee Overview. ............................................................................... 80 Creating a Payee: Company.............................................................................. 81 Creating a Payee: Person. ................................................................................... 83 Part 1 of 3: Choosing Payee and Payment Method. ................................................. 83 Part 2 of 3: Adding Payee Information......................................................................... 84 Part 3 of 3: Keyword (Email Only) and One-Time Activation Code.......................... 85 Editing a Payee...................................................................................................... 86 Deleting a Payee................................................................................................... 87 Scheduling Payments. .......................................................................................... 88 Rush Delivery.......................................................................................................... 89 Recurring Payments. ............................................................................................. 91 Editing Payments................................................................................................... 92 Skipping Payments. ............................................................................................... 93 Canceling Payments............................................................................................. 94 Setting Up eBills...................................................................................................... 95 Adding an Account.............................................................................................. 96 Editing an Account. .............................................................................................. 97 Deleting an Account. ........................................................................................... 98 Editing Personal Information. ............................................................................... 99 Editing Alerts......................................................................................................... 100 Categories............................................................................................................ 101 Editing a Category.............................................................................................. 102 Deleting a Category........................................................................................... 103 Digital Money Management Initial Setup........................................................................................................... 104 Syncing an Account.................................................................................................... 104 Unsyncing an Account................................................................................................ 105 Categorizing Transactions........................................................................................... 106 Splitting a Transaction. ................................................................................................ 107 Digital Banking Home Page............................................................................... 108 Spending Overview..................................................................................................... 109 Spending: Recategorizing a Transaction.................................................................. 110 Budgets Overview........................................................................................................ 112 Auto-generated Budgets............................................................................................ 113 Budgets From Scratch................................................................................................. 113 Editing or Deleting a Budget. ..................................................................................... 114 Managing Budgets...................................................................................................... 115