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