OnPoint Community Credit Union Retail Guide

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Personal Finance Management Welcome.......................................................................................................................74 About This Guide.................................................................................................................. 74 Understanding PFM Supporting Your Financial Plan. ................................................................................75 PFM Overview Digital Banking Home Page........................................................................................77 Your First Personal Finance Management Session.................................................78 Managing Categories..................................................................................................79 Automatic Categorization.................................................................................................... 79 Enter Manual Category........................................................................................................ 79 Split a Transaction Category............................................................................................... 80 Link an Account. ..........................................................................................................81 Unlinking an Account........................................................................................................... 82 Report Widgets Net Worth.....................................................................................................................83 Budget. .........................................................................................................................84 Automatically Generate a Budget. ..................................................................................... 84 Create/Edit a Budget............................................................................................................ 85 Spending.......................................................................................................................86 Trends...........................................................................................................................87 Debts.............................................................................................................................88 Services Stop Payment Request. ..............................................................................................89 Single Check ......................................................................................................................... 89 Multiple Checks . .................................................................................................................. 90 Reordering Checks......................................................................................................91 eStatements.................................................................................................................92 Branches and ATMs. ...................................................................................................93 Travel Notifications. ....................................................................................................94 Settings Account Preferences...................................................................................................95 Apple Watch.................................................................................................................96 Apple Watch Setup............................................................................................................... 96 Viewing Balances and Transactions................................................................................... 96