OlyFed Online Banking Resource Guide

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Personal Financial Management Initial Setup. .................................................................................................................80 Linking an Account............................................................................................................... 80 Categorizing Transactions................................................................................................... 81 Splitting a Transaction......................................................................................................... 82 Digital Banking Home Page........................................................................................83 Spending Overview. ............................................................................................................. 84 Spending: Recategorizing a Transaction. .......................................................................... 85 Budget Overview.................................................................................................................. 87 Auto-generated Budgets. .................................................................................................... 88 Budgets From Scratch.......................................................................................................... 88 Editing or Deleting a Budget............................................................................................... 89 Managing Budgets. .............................................................................................................. 90 Trends Overview................................................................................................................... 91 Cash Flow Overview............................................................................................................. 92 Adding a Suggested Cash Event. ........................................................................................ 93 Creating Your Own Cash Event........................................................................................... 94 Editing, Deleting or Skipping a Cash Event........................................................................ 96 Net Worth Overview............................................................................................................. 97 Debts Overview. ................................................................................................................... 98 Services Stop Payment Request. ..............................................................................................99 Single Check ......................................................................................................................... 99 Multiple Checks . ............................................................................................................... 100 Reordering Checks................................................................................................... 101 Credit Score............................................................................................................... 102 Easy Switch Direct Deposits. ........................................................................................................ 103 Manual Switch.................................................................................................................... 103 Switch Assist....................................................................................................................... 105 Recurring Payments................................................................................................. 108 Manual Switch.................................................................................................................... 108 Switch Assist....................................................................................................................... 109 Existing Switches. ..................................................................................................... 111 Settings Account Preferences................................................................................................ 112 Text Enrollment........................................................................................................ 113