Oklahoma's Credit Union Digital Banking User Guide

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Advanced Bill Pay Payments Overview.............................................................................................. 81 Hiding or Unhiding Payees from Payment Screen...................................................... 82 Creating a Payee Overview................................................................................ 83 Creating a Payee: Company.............................................................................. 84 Creating a Payee: Person.................................................................................... 86 Part 1 of 3: Choosing Payee and Payment Method.................................................. 86 Part 2 of 3: Adding Payee Information ........................................................................ 87 Part 3 of 3: Keyword (Email Only) and One-Time Activation Code ......................... 88 Editing a Payee ..................................................................................................... 89 Deleting a Payee .................................................................................................. 90 Scheduling Payments........................................................................................... 91 Rush Delivery.......................................................................................................... 92 Recurring Payments.............................................................................................. 94 Editing Payments................................................................................................... 95 Skipping Payments................................................................................................ 96 Canceling Payments ............................................................................................ 97 Setting Up eBills...................................................................................................... 98 Adding an Account.............................................................................................. 99 Editing an Account............................................................................................. 100 Deleting an Account.......................................................................................... 101 Editing Personal Information .............................................................................. 102 Editing Alerts ........................................................................................................ 103 Categories ........................................................................................................... 104 Editing a Category.............................................................................................. 105 Deleting a Category........................................................................................... 106 Digital Money Management Initial Setup........................................................................................................... 107 Syncing an Account ................................................................................................... 107 Unsyncing an Account ............................................................................................... 108 Categorizing Transactions .......................................................................................... 109 Splitting a Transaction................................................................................................. 110 Digital Banking Home Page............................................................................... 111 Spending Overview..................................................................................................... 112 Spending: Recategorizing a Transaction ................................................................. 113 Budgets Overview ....................................................................................................... 115 Auto-generated Budgets ........................................................................................... 116 Budgets From Scratch................................................................................................. 116 Editing or Deleting a Budget...................................................................................... 117 Managing Budgets...................................................................................................... 118 Trends Overview .......................................................................................................... 119

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