OnPoint Community Credit Union Retail Guide

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The Financial Tools service is fully integrated into OnPoint Community Credit Union’s Digital Banking which, in most cases, allows transactions to be automatically assigned to a finance category. Common categories include: “Gas/ Auto Expense,” “Entertainment,” “Medical Expenses,” “Rent,” and “Utilities.” If a transaction is not automatically assigned a category, or if it’s not assigned to the category that best matches that transaction, the category can be manually assigned or edited for each transaction. Each category has a corresponding icon assigned to it to help quickly identify a transaction’s finance category. These icons are displayed next to each transaction in the Account Details page.

A

B

From the Home Page , click an account to view the Account Details page. A. The category icons are displayed for each transaction. B. Manually change the category of a transaction by clicking an icon and selecting a new option from the sidebar. Getting started with Financial Tools is rather easy and is explained in detail in the second part of this guide. As you prepare to get started with Financial Tools, please remember you can use just one or all of the Financial Tools features. Some users will be happy with assigning categories and running basic reports, and others will enjoy using Financial Tools to manage all aspects of your assets and liabilities.

Financial Tools: Supporting Your Financial Plan