Oklahoma's Credit Union Digital Banking User Guide

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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 Trends Overview .......................................................................................................... 116 Cash Flow Overview ................................................................................................... 117 Adding a Suggested Cash Event .............................................................................. 118 Creating Your Own Cash Event................................................................................. 119 Editing, Deleting or Skipping a Cash Event .............................................................. 121