Scott Credit Union Digital Banking User Guide

7-8-25

ver. 5.30.25

II

Published by Murphy & Company, Inc. 13610 Barrett Office Drive Suite 206

St. Louis, MO 63021 www.mcompany.com

© 2009-2025 Murphy & Company, Inc. Macintosh is a trademark of Apple Inc., registered in the U.S. and other countries. Android is a trademark of Google LLC. Adobe Reader is a registered trademark of Adobe Systems, Inc. Portions of this guide were provided by Alkami

Disclaimer Concepts, strategies and procedures outlined in this guide can and do change and may not be applicable to all readers. The content in this guide is not warranted to offer a particular result or benefit. Neither the author, publisher nor any other party associated with this product shall be liable for any damages arising out of the use of this guide, including but not limited to loss of profit, commercial, special, incidental or other damages. For complete product and service information, please refer to the terms, conditions and disclosures for each product and service.

3

Getting Started

Welcome to Digital Banking with Scott Credit Union! Whether you are at home or at the office using a mobile phone, tablet or laptop, we strive to make your Digital Banking experience easy and convenient. You can navigate this guide by clicking a topic or feature in the Table of Contents. Each section provides an overview and steps to help you during the Digital Banking process. If you have additional questions, contact us on our website or call at (618) 345-1000.

4

Table of Contents Getting Started

Downloading the Mobile Banking App.......................................................................6 New User Enrollment....................................................................................................7 Contact Information......................................................................................................8 Add an Account............................................................................................................10 Mobile App............................................................................................................................10 Adding an Internal Account (Member to Member Transfers) .......................................11 Manually Adding an External Account (Transfer Option) ...............................................12 Adding an External Account (Transfer Option) ................................................................13 Dashboard Dashboard Overview..................................................................................................14 Accounts Account Details Overview...........................................................................................16 Categorizing Transactions...................................................................................................18 Download Transactions ......................................................................................................19 Account Analytics Desktop - Balance History...................................................................21 Account Analytics - Spending..............................................................................................22 Editing an External Account’s Credentials................................................................23 Editing an External Account.......................................................................................24 Removing an External Account..................................................................................25 Security Protecting Your Information......................................................................................26 General Guidelines...............................................................................................................26 Login ID and Password........................................................................................................26 Fraud Prevention..................................................................................................................26 Security Preferences...................................................................................................27 Change Username................................................................................................................27 Change Password.................................................................................................................28 Two-Factor Authentication..................................................................................................29 Remembered Devices..........................................................................................................31 Mobile Security Preferences......................................................................................32 Face ID/Fingerprint...............................................................................................................33 Message Center...........................................................................................................34 Inbox...................................................................................................................................... 34 Sent........................................................................................................................................ 36 Compose Message...............................................................................................................37 View and Reply......................................................................................................................38 Alerts.............................................................................................................................39

5

Transactions Make a Transfer (Mobile App) ...................................................................................41 Make a Transfer (Desktop).........................................................................................42 Scheduled Transfers...................................................................................................44 Loan Payments............................................................................................................45 Recurring Loan Payments..........................................................................................48 Deposit Check..............................................................................................................50 Enrollment............................................................................................................................. 50 Depositing a Check...............................................................................................................51 Bill Pay Creating a Payee..........................................................................................................52 MultiPay................................................................................................................................. 54 eStatements Enrollment....................................................................................................................55 Settings Profile ............................................................................................................................56 Accounts.......................................................................................................................57 Nickname, Hide and Color Code an Account....................................................................57 Reorder Accounts.................................................................................................................59 Services Check Options..............................................................................................................60 Reorder Checks....................................................................................................................60 Overdraft Protection...................................................................................................61 Card Management......................................................................................................62 Blocking a Card.....................................................................................................................62 Unblocking a Card................................................................................................................63 Skip A Pay.....................................................................................................................64 Savings & Goals Financial Wellness.......................................................................................................65 Spending................................................................................................................................ 65 Bulk Categorize Transactions.............................................................................................66 Savings Goals........................................................................................................................67 Edit a Savings Goals.............................................................................................................69 Remove a Savings Goals......................................................................................................70 Add Money to a Savings Goals...........................................................................................71

: 

6

Getting Started Downloading the Mobile Banking App

1. On your personal device, locate the app store and search for “Scott Credit Union” 2. Locate the “Scott Credit Union App . 3. Download the Mobile Banking app to your device. Once downloaded you can open the mobile app to begin registration or to login! Note : iOS users can search and update the app, but Android users have to delete the old app and re-install the new one. If your Mobile Banking app does not automatically update when a new app version becomes available, simply search “Scott Credit Union” from your device app store to search for “updates” to the mobile app. If you experience any issues with your Mobile Banking app, ensure your phone software version is up to date and try uninstalling the Mobile Banking app and reinstalling it directly from the app store.

7

Getting Started New User Enrollment

The first time you access the enhanced digital banking platform, you will need to click on the register a new account link to get started.. Once you complete these few quick steps, you’ll be on your way to banking everywhere you go! The step-by-step instructions and screenshots in this section are taken from a desktop computer. The process is nearly identical from your mobile device.

1. Go to https://www.scu.org/. 2. Click the “Member login” link. 3. Click the Register a new account button.

4. Review and accept Digital Banking Agreement and click the Continue button. 5. Confirm your identity with the required information, and click the Continue button. 6. A Verification Code will be sent to the contact information we have on file for

email or phone number. Enter the verification code. 7. Create a new username and click the Next button. 8. Create a new password and click the Next button. 9. Once complete, your list of accounts will appear.

Getting Started: New User Enrollment

8

Getting Started Contact Information

Use the Contact page to update your address, phone number and email.

11 12 21 22 1 2 K L U V A B

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

1a 2a 1b 2b 1c 2c 11 12 13 14 21 22 23 24 1 2 3 4 K L M N U V W X A B C D 11 12 13 14 15 16 21 22 23 24 25 26 1 2 3 4 5 6 K L M N O P U V W X Y Z A B C D E F 11a 12a 11b 12b 1d 2d A1 B1 A2 B2 A3 B3 1a 2a 3a 4a 1b 2b 3b 4b 1c 2c 3c 4c 11a 12a 13a 14a 1a 2a 3a 4a 5a 6a 1b 2b 3b 4b 5b 6b 1c 2c 3c 4c 5c 6c 11b 12b 13b 14b 1d 2d 3d 4d A1 B1 13c D1 A2 B2 13d D2 A3 B3 C3 D3 1d 2d 3d 4d 5d 6d A1 B1 13c D1 E1 F1 A2 B2 13d D2 E2 F2 A3 B3 C3 D3 E3 F3 J1 J2 J3 11a 12a 13a 14a 15a 16a 11b 12b 13b 14b 15b 16b

J1 J KLMNOPQRST U V W X Y Z A B C D E F G H I J3 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J2

A1 B1 13c D1 E1 F1 G1 H1 I1 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d J KLMNOPQRST U V W X Y Z A B C D E F G H I A2 B2 13d D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

1. In your name drop-down, click Settings . 2. Click the Contact tab. 3. Click the icon to edit your primary address. 4. “Preferred” indicates the number is the primary number used for communications from Scott Credit Union and Alerts. A1 B1 13c D1 E1 F1 G1 H1 I1 A2 B2 13d D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 13c D1 E1 F1 G1 H1 I1 J2 A2 B2 13d D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 13c D1 E1 F1 G1 H1 I1 J2 A2 B2 13d D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J1 A1 B1 13c D1 E1 F1 G1 H1 I1 J2 A2 B2 13d D2 E2 F2 G2 H2 I2

J3 J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

Getting Started: Contact Information

9

10 12 13 14 15 16 17 18 19 20 22 23 24 25 26 27 28 29 30 2 3 4 5 6 7 8 9 J L M N O P Q R S T V W X Y Z B C D E F G H I 10a 2a 3a 4a 5a 6a 7a 8a 9a 10b 2b 3b 4b 5b 6b 7b 8b 9b 10c 2c 3c 4c 5c 6c 7c 8c 9c 10d 2d 3d 4d 5d 6d 7d 8d 9d

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I J 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

5. Click the work and mobile phone numbers. a. Edit the phone number. A3 B3 C3 D3 E3 F3 G3 H3 I3 A2 B2 13d D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 J2 A1 B1 13c D1 E1 F1 G1 H1 I1 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b A1 B1 13c D1 E1 F1 G1 H1 I1 J3 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 J1 J2 J2 A2 B2 13d D2 E2 F2 G2 H2 I2 J3 J3 J1

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

J1 1a2a3a4a5a6a7a8 1b2b3b4b5b6b7b8 1c2c3c4c5c6c7c8 K L M N O P Q U V W X Y Z A B C D E F G H J1 1112 131415 1617 1 21222324252627 2 1 2 3 4 5 6 7 8

12a 13a 14a 15a 16a 17a 18a 19a 20a

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

12b 13b 14b 15b 16b 17b 18b 19b 20b

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

1 B1 13c D1 E1 F1 G1 H1 I1

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 13c D1 E1 F1 G1 H1 I1

B2 13d D2 E2 F2 G2 H2 I2

A1 B1 13c D1 E1 F1 G1 H1 I1

J2

A2 B2 13d D2 E2 F2 G2 H2 I2

B3 C3 D3 E3 F3 G3 H3 I3

J2

A2 B2 13d D2 E2 F2 G2 H2 I2

1d2d3d4d5d6d7d8

icon to edit a stored phone number. Options include home, A3 B3 C3 D3 E3 F3 G3 H3 I3 A3 B3 C3 D3 E3 F3 G3 H3 I3 J3 J3

11a 12a 13a 14a 15a 16a 17a 1

11b 12b 13b 14b 15b 16b 17b 1

A1 B1 13c D1 E1 F1 G1 H A2 B2 13d D2 E2 F2 G2 H A3B3C3D3E3 F3G3H

b. Check “I Would Like To Receive SMS Text Messages To This Number” to receive text messages (Standard text messaging rates apply). You will need to enter a confirmation code. c. Click the Save Changes button. 6. Click the icon to edit an email address. 7. Click the + Add Email button to add an additional email. a. Enter a nickname. b. Enter and confirm the email address. c. Check to mark the email as the preferred contact email. d. Click the Save Changes button.

Getting Started: Contact Information

10

Getting Started

Quickly add an internal or external account. Mobile App Add an Account

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

11 12 13 14 15 21 22 23 24 25 1 2 3 4 5 K L M N O U V W X Y A B C D E 11 12 13 14 15 16 21 22 23 24 25 26 1 2 3 4 5 6 K L M N O P U V W X Y Z A B C D E F 1a 2a 3a 4a 5a 1b 2b 3b 4b 5b 1c 2c 3c 4c 5c 11a 12a 13a 14a 15a 1a 2a 3a 4a 5a 6a 1b 2b 3b 4b 5b 6b 1c 2c 3c 4c 5c 6c 11b 12b 13b 14b 15b 1d 2d 3d 4d 5d A1 B1 13c D1 E1 A2 B2 13d D2 E2 A3 B3 C3 D3 E3 11a 12a 13a 14a 15a 16a 1d 2d 3d 4d 5d 6d

In the Transfer tab, click Add Internal & External Transfer Accounts . 1. Tap the Add Account button. 2. To add an external account, tap the Add an External Account or Manually Add an External Account button. Go to Adding an External Account for more information. 3. To add an internal account, tap the Link to another Scott Credit Union Member’s account to send them money button. Go to Adding an Internal Account (Member to Member Transfers) for more information. 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 13c D1 E1 F1 G1 H1 I1 J2 A2 B2 13d D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3

11b 12b 13b 14b 15b 16b

A1 B1 13c D1 E1 F1 A2 B2 13d D2 E2 F2 A3 B3 C3 D3 E3 F3

Getting Started: Add an Account

11

Adding an Internal Account (Member to Member Transfers) Easily transfer money to another Scott Credit Union member using their first name, last name, and account number, phone number or email address.

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b A1 B1 13c D1 E1 F1 G1 H1 I1 A2 B2 13d D2 E2 F2 G2 H2 I2 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a A3 B3 C3 D3 E3 F3 G3 H3 I3 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

11 12 13 14 15 16 17 18 21 22 23 24 25 26 27 28 1 2 3 4 5 6 7 8 K L M N O P Q R U V W X Y Z A B C D E F G H J1 J2 J3 11 12 13 14 15 16 17 18 19 21 22 23 24 25 26 27 28 29 1 2 3 4 5 6 7 8 9 K L M N O P Q R S U V W X Y Z A B C D E F G H I 1a 2a 3a 4a 5a 6a 7a 8a 1b 2b 3b 4b 5b 6b 7b 8b 1c 2c 3c 4c 5c 6c 7c 8c J2 J3 11a 12a 13a 14a 15a 16a 17a 18a 11b 12b 13b 14b 15b 16b 17b 18b 1d 2d 3d 4d 5d 6d 7d 8d A1 B1 13c D1 E1 F1 G1 H1 A2 B2 13d D2 E2 F2 G2 H2 A3 B3 C3 D3 E3 F3 G3 H3 J1 1a 2a 3a 4a 5a 6a 7a 8a 9a 1b 2b 3b 4b 5b 6b 7b 8b 9b 1c 2c 3c 4c 5c 6c 7c 8c 9c 1d 2d 3d 4d 5d 6d 7d 8d 9d J1

J1 J KLMNOPQRST U V W X Y Z A B C D E F G H I J2 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 13c D1 E1 F1 G1 H1 I1

A1 B1 13c D1 E1 F1 G1 H1 I1

A2 B2 13d D2 E2 F2 G2 H2 I2

A2 B2 13d D2 E2 F2 G2 H2 I2

Click the Transfer & Pay tab. 1. Click the Add Account tab. 2. Click the Add Account button. 3. Click the Link to another Scott Credit Union Member’s account to send them money button. 4. Enter the Recipient information and the Account details. 5. Click the Save button. 6. Select a verification method and click the Send Code button. 7. A verification code will be sent you. Enter the code and click the Verify button. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d A1 B1 13c D1 E1 F1 G1 H1 I1 J2 A2 B2 13d D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I A3 B3 C3 D3 E3 F3 G3 H3 I3 J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

11a 12a 13a 14a 15a 16a 17a 18a 19

11b 12b 13b 14b 15b 16b 17b 18b 19

Getting Started: Add an Account A1 B1 13c D1 E1 F1 G1 H1 I1 A2 B2 13d D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 J1 J2

A1 B1 13c D1 E1 F1 G1 H1 I1

A2 B2 13d D2 E2 F2 G2 H2 I2

12

Manually Adding an External Account (Transfer Option) Easily transfer money to another an external account.

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11 12 13 14 15 21 22 23 24 25 1 2 3 4 5 K L M N O U V W X Y A B C D E 11 12 13 14 15 16 21 22 23 24 25 26 1 2 3 4 5 6 K L M N O P U V W X Y Z A B C D E F 11 12 13 14 15 16 17 21 22 23 24 25 26 27 1 2 3 4 5 6 7 K L M N O P Q U V W X Y Z A B C D E F G J1 J2 J3 1a 2a 3a 4a 5a 1b 2b 3b 4b 5b 1c 2c 3c 4c 5c 11a 12a 13a 14a 15a 11b 12b 13b 14b 15b 1a 2a 3a 4a 5a 6a 1b 2b 3b 4b 5b 6b 1c 2c 3c 4c 5c 6c 1a 2a 3a 4a 5a 6a 7a 1b 2b 3b 4b 5b 6b 7b 1c 2c 3c 4c 5c 6c 7c 1d 2d 3d 4d 5d A1 B1 13c D1 E1 A2 B2 13d D2 E2 A3 B3 C3 D3 E3 1d 2d 3d 4d 5d 6d 11a 12a 13a 14a 15a 16a A1 B1 13c D1 E1 F1 A2 B2 13d D2 E2 F2 A3 B3 C3 D3 E3 F3 11a 12a 13a 14a 15a 16a 17a 11b 12b 13b 14b 15b 16b 17b A1 B1 13c D1 E1 F1 G1 A2 B2 13d D2 E2 F2 G2 A3 B3 C3 D3 E3 F3 G3 11b 12b 13b 14b 15b 16b 1d 2d 3d 4d 5d 6d 7d

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 13c D1 E1 F1 G1 H1 I1

A2 B2 13d D2 E2 F2 G2 H2 I2

A3 B3 C3 D3 E3 F3 G3 H3 I3

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

5. Enter your account details. 6. Click the Continue button. 10a 2a 3a 4a 5a 6a 7a 8a 9a 10b 2b 3b 4b 5b 6b 7b 8b 9b 10c 2c 3c 4c 5c 6c 7c 8c 9c 10d 12a 13a 14a 15a 16a 17a 18a 19a 20a 2d 3d 4d 5d 6d 7d 8d 9d J L M N O P Q R S T V W X Y Z B C D E F G H I 10 12 13 14 15 16 17 18 19 20 22 23 24 25 26 27 28 29 30 2 3 4 5 6 7 8 9

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 13c D1 E1 F1 G1 H1 I1

J1

J2

A2 B2 13d D2 E2 F2 G2 H2 I2

J3

In the Transfer & Pay tab, click Transfer . 1. Click the Add Account tab. 2. Click the Add Account button. 3. Select “Manually Add an External Account.” 4. Select an account type. A3 B3 C3 D3 E3 F3 G3 H3 I3

12b 13b 14b 15b 16b 17b 18b 19b 20b

J1 Note : Once the account is added, we will send two deposit transactions that you will need to verify to complete the setup. It can take up to 3 business days for these test deposits to show. J2

1 B1 13c D1 E1 F1 G1 H1 I1

B2 13d D2 E2 F2 G2 H2 I2

J3

B3 C3 D3 E3 F3 G3 H3 I3

Getting Started: Add an Account

13

Adding an External Account (Transfer Option) Easily transfer money to another an external account.

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 13c D1 E1 F1 G1 H1 I1

J1

10 12 13 14 15 16 17 18 19 20 22 23 24 25 26 27 28 29 30 2 3 4 5 6 7 8 9 J L M N O P Q R S T V W X Y Z B C D E F G H I 10a 2a 3a 4a 5a 6a 7a 8a 9a 10b 2b 3b 4b 5b 6b 7b 8b 9b 10c 2c 3c 4c 5c 6c 7c 8c 9c 10d 2d 3d 4d 5d 6d 7d 8d 9d

J2

A2 B2 13d D2 E2 F2 G2 H2 I2

11 12 13 14 15 21 22 23 24 25 1 2 3 4 5 K L M N O U V W X Y A B C D E J3 1a 2a 3a 4a 5a 1b 2b 3b 4b 5b 1c 2c 3c 4c 5c

A3 B3 C3 D3 E3 F3 G3 H3 I3

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 13c D1 E1 F1 G1 H1 I1

J1

J2

A2 B2 13d D2 E2 F2 G2 H2 I2

J3

In the Transfer & Pay tab, click Transfer . 1. Click the Add Account tab. 2. Click the Add Account button. 3. Select “Add an External Account.” 4. Search of click on you account provider. A3 B3 C3 D3 E3 F3 G3 H3 I3

12a 13a 14a 15a 16a 17a 18a 19a 20a

1d 2d 3d 4d 5d

12b 13b 14b 15b 16b 17b 18b 19b 20b

5. Enter your account details. 6. Click the Submit button. J1

11a 12a 13a 14a 15a

1 B1 13c D1 E1 F1 G1 H1 I1

11b 12b 13b 14b 15b

J2

B2 13d D2 E2 F2 G2 H2 I2

A1 B1 13c D1 E1 A2 B2 13d D2 E2 A3 B3 C3 D3 E3

J3

B3 C3 D3 E3 F3 G3 H3 I3

Note : On first time you will need to Agree to Terms & Conditions “ACH External Transfer Disclosure” before adding the account.

Getting Started: Add an Account

14

14

Dashboard

Dashboard Overview After logging in, you are taken directly to the Dashboard. From here, you can navigate to every feature within Mobile and Online Banking. You can view the balances in your accounts, see your account summaries and more! The step-by-step instructions and screenshots in this section are taken from a desktop computer. The process is nearly identical from your mobile device but some small features, like downloading transactions to Excel or Quicken, are only available from a desktop. 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9

10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b A1 B1 13c D1 E1 F1 G1 H1 I1 A2 B2 13d D2 E2 F2 G2 H2 I2

J1 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I J1 J2 1a 2a 3a 4a 5a 6a 7a 8a 9a 1b 2b 3b 4b 5b 6b 7b 8b 9b 1c 2c 3c 4c 5c 6c 7c 8c 9c K L M N O P Q R S U V W X Y Z A B C D E F G H I J3 11 12 13 14 15 16 17 18 19 21 22 23 24 25 26 27 28 29 1 2 3 4 5 6 7 8 9 11a 12a 13a 14a 15a 16a 17a 18a 19 11b 12b 13b 14b 15b 16b 17b 18b 19 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 1d 2d 3d 4d 5d 6d 7d 8d 9d A1 B1 13c D1 E1 F1 G1 H1 I1 A2 B2 13d D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

A3 B3 C3 D3 E3 F3 G3 H3 I3 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A. On a desktop computer, the navigation bar appears in every view at the top of the screen. You can navigate to Digital Banking features by selecting the appropriate tab. B. On the Mobile Banking App, the navigation menu can be located by clicking on “More…” in the bottom left-hand corner of the app menu. C. Your accounts are displayed in an account card with its available and current balances. If you click an account card, you are taken to the Account Details page. J1 A1 B1 13c D1 E1 F1 G1 H1 I1 J2 A2 B2 13d D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I J2 A2 B2 13d D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b A1 B1 13c D1 E1 F1 G1 H1 I1

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 13c D1 E1 F1 G1 H1 I1

J1

J2

A2 B2 13d D2 E2 F2 G2 H2 I2

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

A1 B1 13c D1 E1 F1 G1 H1 I1

J1

Dashboard: Dashboard Overview

Dashboard: Dashboard Overview J2

A2 B2 13d D2 E2 F2 G2 H2 I2

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

15

D. The icon allows you to choose the accounts you’d like to appear on your dashboard. These settings only affect the accounts displayed on the dashboard. They do not affect the way accounts are displayed in other parts of the system. The Dashboard has to be refreshed in order for changes to display. E. Activity modules provide a quick glance of recent and future activities. F. The Quick Link module provides access to a variety of features.

Dashboard: Dashboard Overview

16

16

Accounts

Account Details Overview Selecting a Scott Credit Union account on the Dashboard takes you to the Account Details page, where you can view every transaction pertaining to that account as well as the account number. From here, you can view details such as type of transaction, check images and account balances, so you stay organized and on top of your finances.

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

11 12 13 21 22 23 1 2 3

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 1d 2d 3d 4d 5d 6d 7d 8d 9d A1 B1 13c D1 E1 F1 G1 H1 I1 A1 B1 13c D1 E1 F1 G1 H1 I1 A2 B2 13d D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a A2 B2 13d D2 E2 F2 G2 H2 I2 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b A3 B3 C3 D3 E3 F3 G3 H3 I3 A1 B1 13c D1 E1 F1 G1 H1 I1 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 13c D1 E1 F1 G1 H1 I1 A2 B2 13d D2 E2 F2 G2 H2 I2 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 J2 J3 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a A3 B3 C3 D3 E3 F3 G3 H3 I3 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 13c D1 E1 F1 G1 H1 I1 J2 A2 B2 13d D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 J2 J2

J1 1a 2a 3a 4a 5a 1b 2b 3b 4b 5b 1c 2c 3c 4c 5c 1d 2d 3d 4d 5d K L M N O U V W X Y A B C D E 1a 2a 3a 1b 2b 3b 1c 2c 3c 11a 12a 13a 11b 12b 13b 1d 2d 3d 11 12 13 14 15 16 21 22 23 24 25 26 1 2 3 4 5 6 K L M N O P U V W X Y Z A B C D E F J2 J3 11 12 13 14 15 21 22 23 24 25 1 2 3 4 5 K L M U V W A B C 11a 12a 13a 14a 15a 11b 12b 13b 14b 15b A1 B1 13c D1 E1 A2 B2 13d D2 E2 A3 B3 C3 D3 E3 1a 2a 3a 4a 5a 6a 1b 2b 3b 4b 5b 6b 1c 2c 3c 4c 5c 6c A1 B1 13c A2 B2 13d A3 B3 C3

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

J1 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I J3 J3 J2 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9

A1 B1 13c D1 E1 F1 G1 H1 I1

A2 B2 13d D2 E2 F2 G2 H2 I2

A3 B3 C3 D3 E3 F3 G3 H3 I3

1d 2d 3d 4d 5d 6d

11a 12a 13a 14a 15a 16a

A2 B2 13d D2 E2 F2 G2 H2 I2

11b 12b 13b 14b 15b 16b

J3

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

A3 B3 C3 D3 E3 F3 G3 H3 I3

A1 B1 13c D1 E1 F1 A2 B2 13d D2 E2 F2 A3 B3 C3 D3 E3 F3 J1

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 13c D1 E1 F1 G1 H1 I1

J2

A2 B2 13d D2 E2 F2 G2 H2 I2

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

Accounts: Account Details Overview

Accounts: Account Details Overview

17

Click the Dashboard tab and select an account. A. View a list of all of your accounts. B. View the current and available balance of your account. C. Click the icon to edit an account’s name. D. Search, filter or sort your transactions.

E. View a list of recent transactions. Pending transactions are separated and displayed above posted transactions. Pending transactions are reflected in an account’s available balance but not the current balance. Click a transaction to view more details. F. Click the icon to print the transactions for the selected account(s). G. Click the icon to download the transactions for the selected account(s). You can export a comma-separated value file (CSV) or a file formatted for Quicken/Quickbooks. For more information about downloading files, go to this page. H. Categorize transactions by selecting a category using the drop-down. Go to this page for more information. I. Click the Account Details tab to view additional details about the account including the account number, MICR number for ordering checks and interest rate and payment information for loans. J. Click the Analytics tab to display graphs of the selected account’s balance history and spending history over the specified date range. Go here for more information.

Accounts: Account Details Overview

18

Categorizing Transactions Selecting a transaction description or category displays Transaction Details. The Transaction Details screen allows you to categorize transactions.

11 12 21 22 1 2 K L U V A B 1a 2a 1b 2b 1c 2c

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

1d 2d

11a 12a

11b 12b

A1 B1 A2 B2 A3 B3

Click the Dashboard tab and select an account. 1. Click a transaction. 2. Use the drop-down to assign a category.

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 13c D1 E1 F1 G1 H1 I1

J1

J2

A2 B2 13d D2 E2 F2 G2 H2 I2

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

Accounts: Account Details Overview

19

Download Transactions Easily download transaction lists.

• Downloading to Quicken: This method allows you to update all of your accounts with one click. This service supports the latest version as well as the two previous versions of Quicken. This includes downloading financial data from financial institutions, and technical support. • Downloading to Your Desktop: You can download account information to your desktop as a comma-delimited file or comma-separated value (CSV) file and import it into Microsoft Excel and most other spreadsheet programs on Windows or Mac.

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

Click the <> tab and select an account. 1. Click the icon to export the transactions.

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 13c D1 E1 F1 G1 H1 I1

J1

J2

A2 B2 13d D2 E2 F2 G2 H2 I2

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

Accounts: Account Details Overview

20

2. Use the drop-down to select a download format. 3. Select a start and end date. 4. Check the boxes to select accounts. 5. Click the Download button. A1 B1 13c D1 E1 F1 G1 H1 I1 J2 A2 B2 13d D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 1d 2d 3d 4d 5d 6d 7d 8d 9d J1 A3 B3 C3 D3 E3 F3 G3 H3 I3 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J KLMNOPQRST U V W X Y Z A B C D E F G H I J1 A1 B1 13c D1 E1 F1 G1 H1 I1 J2 A2 B2 13d D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J3 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d A1 B1 13c D1 E1 F1 G1 H1 I1 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I A2 B2 13d D2 E2 F2 G2 H2 I2 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 J2 J3

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 13c D1 E1 F1 G1 H1 I1

J1

J2

Accounts: Account Details Overview A2 B2 13d D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3

J3

21

Account Analytics Desktop - Balance History Balance History Analytics displays a graph of the selected account’s balance over the specified date range.

11 12 13 14 1 21 22 23 24 2 1 2 3 4 5 K L M N O U V W X A B C D J KLMNOPQRST U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10 1a 2a 3a 4a 5a 6a 7a 8a 9a 10 1b 2b 3b 4b 5b 6b 7b 8b 9b 10 1c 2c 3c 4c 5c 6c 7c 8c 9c 10 1d 2d 3d 4d 5d 6d 7d 8d 9d 11a 12a 13a 14a 1 J A1 B1 13c D1 E1 F1 G1 H1 I1 J2 A2 B2 13d D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 11b 12b 13b 14b 1 1d 2d 3d 4d 5 11b 12b 13b 14b 15b 16b 17b 18b 19b 20 11a 12a 13a 14a 15a 16a 17a 18a 19a 20 1a 2a 3a 4a 5 1b 2b 3b 4b 5 1c 2c 3c 4c 5

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 13c D1 A2 B2 13d D2 E A3 B3 C3 D3 E

A1 B1 13c D1 E1 F1 G1 H1 I1

J1

J2

A2 B2 13d D2 E2 F2 G2 H2 I2

Click the Dashboard tab and select an account. 1. Click the Analytics tab. 2. Click the Balance History button. 3. Select the date range that you want displayed. J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

Accounts: Account Details Overview

22

Account Analytics - Spending Spending Analytics displays a breakdown of categorized expenses over the specified date range.

J1 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I J1 A1 B1 13c D1 E1 F1 G1 H1 I1 J2 A2 B2 13d D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 J2 11 12 13 14 21 22 23 24 1 2 3 4 K L M N U V W X A B C D 1a 2a 3a 4a 1b 2b 3b 4b 1c 2c 3c 4c 11a 12a 13a 14a 11b 12b 13b 14b 1d 2d 3d 4d A1 B1 13c D1 A2 B2 13d D2 A3 B3 C3 D3 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J3

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 13c D1 E1 F1 G1 H1 I1

Click the Dashboard tab and select an account. 1. Click the Analytics tab. 2. Click the Spending button. 3. Select the date range that you want displayed. 4. Click the

A2 B2 13d D2 E2 F2 G2 H2 I2

A3 B3 C3 D3 E3 F3 G3 H3 I3

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 13c D1 E1 F1 G1 H1 I1

J1

icon to display additional information for each category.

J2

A2 B2 13d D2 E2 F2 G2 H2 I2

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

Accounts: Account Details Overview

23

Accounts Editing an External Account’s Credentials

If necessary you can update your login info for your external accounts.

11 12 13 14 1 21 22 23 24 2 1 2 3 4

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

K L M N U V W X A B C D

11 12 13 14 15 16 17 18 21 22 23 24 25 26 27 28 1 2 3 4 5 6 7 8 K L M N O P Q R U V W X Y Z A B C D E F G H 1a 2a 3a 4a 1b 2b 3b 4b 1c 2c 3c 4c 11a 12a 13a 14a 1 11b 12b 13b 14b 1 1d 2d 3d 4d 1a2a3a4a5a6a7a8 1b2b3b4b5b6b7b8 1c2c3c4c5c6c7c8 J1 A1 B1 13c D1 A2 B2 13d D2 A3 B3 C3 D3

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

1. In your name drop-down, click Settings . 2. Click the Accounts tab. 3. Click the 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I 4. Make the necessary changes. 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 13c D1 E1 F1 G1 H1 I1

J2

A2 B2 13d D2 E2 F2 G2 H2 I2

1d2d3d4d5d6d7d8

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

11a 12a 13a 14a 15a 16a 17a 1

11b 12b 13b 14b 15b 16b 17b 18

A1 B1 13c D1 E1 F1 G1 H A2 B2 13d D2 E2 F2 G2 H A3B3C3D3E3 F3G3H

icon to edit an external account’s credentials.

A1 B1 13c D1 E1 F1 G1 H1 I1

J1

Accounts: Editing an External Account’s Credentials

J2

A2 B2 13d D2 E2 F2 G2 H2 I2

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

24

Accounts

Editing an External Account

Edit an account’s nickname, color or hide an account.

11 12 13 14 1 21 22 23 24 2 1 2 3 4

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

K L M N U V W X A B C D

11 12 13 14 15 16 17 18 21 22 23 24 25 26 27 28 1 2 3 4 5 6 7 8 K L M N O P Q R U V W X Y Z A B C D E F G H 1a 2a 3a 4a 1b 2b 3b 4b 1c 2c 3c 4c 11a 12a 13a 14a 1 11b 12b 13b 14b 1 1d 2d 3d 4d 1a2a3a4a5a6a7a8 1b2b3b4b5b6b7b8 1c2c3c4c5c6c7c8 J1 A1 B1 13c D1 A2 B2 13d D2 A3 B3 C3 D3

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 13c D1 E1 F1 G1 H1 I1

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I

J2

A2 B2 13d D2 E2 F2 G2 H2 I2

1d2d3d4d5d6d7d8

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

11a 12a 13a 14a 15a 16a 17a 1

11b 12b 13b 14b 15b 16b 17b 18

A1 B1 13c D1 E1 F1 G1 H A2 B2 13d D2 E2 F2 G2 H A3B3C3D3E3 F3G3H

Accounts: Editing an External Account 1. In your name drop-down, click Settings . 2. Click the Accounts tab. 3. Click the icon to edit an external account. 4. Make the necessary changes and click the Save button. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d

A1 B1 13c D1 E1 F1 G1 H1 I1

J1

J2

A2 B2 13d D2 E2 F2 G2 H2 I2

25

Accounts Removing an External Account

You can easily remove an external account if it is no longer needed. Any scheduled transfers involving the account will be deleted.

11 12 13 14 21 22 23 24 1 2 3 4 K L M N U V W X A B C D 1a 2a 3a 4a 1b 2b 3b 4b 1c 2c 3c 4c

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

1d 2d 3d 4d

11a 12a 13a 14a

11b 12b 13b 14b

J1 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I A1 B1 13c D1 A2 B2 13d D2 A3 B3 C3 D3 J2 J3 10 1a 2a 3a 4a 5a 6a 7a 8a 9a 10 1b 2b 3b 4b 5b 6b 7b 8b 9b 10 1c 2c 3c 4c 5c 6c 7c 8c 9c 10 1d 2d 3d 4d 5d 6d 7d 8d 9d 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 1d 2d 3d 4d 5d 6d 7d 8d 9d 11a 12a 13a 14a 15a 16a 17a 18a 19a 2 11b 12b 13b 14b 15b 16b 17b 18b 19b 20 J A1 B1 13c D1 E1 F1 G1 H1 I1 J A2 B2 13d D2 E2 F2 G2 H2 I2 J A3 B3 C3 D3 E3 F3 G3 H3 I3

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 13c D1 E1 F1 G1 H1 I1

A2 B2 13d D2 E2 F2 G2 H2 I2

A3 B3 C3 D3 E3 F3 G3 H3 I3

1. In your name drop-down, click Settings . 2. Click the Accounts tab. 3. Click the

icon to delete an external account.

4. Click the Delete button.

Accounts: Removing an External Account

Made with FlippingBook Digital Publishing Software