OnPoint Community Credit Union Retail Guide

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Enabling and Disabling Push Notifications........................................................... 122 Text Banking Enrollment......................................................................................... 123 Address Management ............................................................................................. 125 Accessibility............................................................................................................... 127 Financial Tools Welcome ................................................................................................................... 128 About This Guide .............................................................................................................. 128 Supporting Your Financial Plan .............................................................................. 129 Digital Banking Home Page .................................................................................... 131 Your First Financial Tools Session.......................................................................... 132 Managing Categories............................................................................................... 133 Automatic Categorization ................................................................................................ 133 Enter Manual Category .................................................................................................... 134 Split a Transaction Category............................................................................................ 135 Link an Account........................................................................................................ 136 Unlinking an Account ....................................................................................................... 137 Report Widgets Spending ................................................................................................................... 138 Spending: Recategorizing a Transaction........................................................................ 139 Budgets Overview............................................................................................................. 141 Auto-generated Budgets.................................................................................................. 142 Budgets From Scratch ...................................................................................................... 142 Editing or Deleting a Budget............................................................................................ 143 Managing Budgets............................................................................................................ 144 Trends Overview ............................................................................................................... 145 Net Worth Overview ......................................................................................................... 146 Debts Overview................................................................................................................. 147