OnPoint Community Credit Union Retail Guide

7

Enabling and Disabling Push Notifications........................................................... 120 Text Banking Enrollment......................................................................................... 121 Address Management ............................................................................................. 123 Accessibility............................................................................................................... 125 Financial Tools Welcome ................................................................................................................... 126 About This Guide .............................................................................................................. 126 Supporting Your Financial Plan .............................................................................. 127 Digital Banking Home Page .................................................................................... 129 Your First Financial Tools Session.......................................................................... 130 Managing Categories............................................................................................... 131 Automatic Categorization ................................................................................................ 131 Enter Manual Category .................................................................................................... 132 Split a Transaction Category............................................................................................ 133 Link an Account........................................................................................................ 134 Unlinking an Account ....................................................................................................... 135 Report Widgets Spending ................................................................................................................... 136 Spending: Recategorizing a Transaction........................................................................ 137 Budgets Overview............................................................................................................. 139 Auto-generated Budgets.................................................................................................. 140 Budgets From Scratch ...................................................................................................... 140 Editing or Deleting a Budget............................................................................................ 141 Managing Budgets............................................................................................................ 142 Trends Overview ............................................................................................................... 143 Net Worth Overview ......................................................................................................... 144 Debts Overview................................................................................................................. 145