Texas Regional Bank Consumer Online Banking User Guide

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Creating or Deleting Custom Views Using Favorites After applying specific filters, you can save that view of Manage Recurring Transfers to Favorites, making it easier and faster to search, print or export transactions. You can always delete Favorites if they are no longer useful.

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In the Transfers & Payments tab, click Manage Recurring Transfers . 1. Click the icon. 2. Click the “+ Save filter as favorite” link to create a new favorite template. 3. Enter a nickname for your new custom view. 4. Click the Save button when you are finished. 5. Click the X icon to remove a custom view from your Favorites.

Transfers & Payments: Manage Recurring Transfers Overview