Personal Banking Digital User Guide Centris Federal Credit U

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Financial Tools Initial Setup..................................................................................................................64 Linking an Account............................................................................................................... 64 Unlinking an Account .......................................................................................................... 65 Categorizing Transactions .................................................................................................. 66 Splitting a Transaction......................................................................................................... 67 Online Banking Home Page.......................................................................................68 Spending Overview.............................................................................................................. 69 Spending: Recategorizing a Transaction........................................................................... 70 Budgets Overview................................................................................................................ 72 Auto-generated Budgets..................................................................................................... 73 Budgets From Scratch ......................................................................................................... 73 Editing or Deleting a Budget............................................................................................... 74 Managing Budgets............................................................................................................... 75 Trends Overview .................................................................................................................. 76 Net Worth Overview ............................................................................................................ 77 Debts Overview.................................................................................................................... 78 Bill Payment Overview ......................................................................................................................79 Creating a Payee .........................................................................................................80 Known Company.................................................................................................................. 80 Unknown Company ............................................................................................................. 82 Person ................................................................................................................................... 84 Editing a Payee ............................................................................................................86 Deleting a Payee .........................................................................................................87 eBills .............................................................................................................................88 Schedule Payments ....................................................................................................89 Automatic Payments ..................................................................................................90 Editing Pending Payments .........................................................................................92 Cancel Pending Payments .........................................................................................93 Viewing Transaction Details.......................................................................................94 Single Transaction................................................................................................................ 94 Multiple Transactions.......................................................................................................... 95 Creating a Reminder...................................................................................................97 Managing Reminders .................................................................................................99 Editing Reminders.................................................................................................... 100 Deleting Reminders ................................................................................................. 101 Editing Account Name............................................................................................. 102 Transfer Money........................................................................................................ 103 Add an Account ................................................................................................................. 103