OnPoint Community Credit Union Retail Guide

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Enter Manual Category For some transactions, the reason is not always clear. For example, you could use your debit or credit card at a national retailer like Target to purchase many different items, or you may use the ATM and withdraw cash. The system would not identify a purpose, so it would not suggest a category. These transactions require you to manually assign the category.

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From the Home Page , click an account to view the Account Details page . 1. Click a category icon to edit the category. 2. Select a new category. 3. Click the icon to view sub-categories. 4. Click the + Add Sub-Category button to add a different sub-category. 5. Enter the sub-category’s name and click the button.

Financial Tools: Managing Categories