P1FCU Home Banking & Bill Pay eGuide

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Transaction Types Moving Money Overview............................................................................................37 Transactions Funds Transfer/Loan Payment..................................................................................39 Mortgage Payments....................................................................................................41 Regular Loan Payment......................................................................................................... 41 Principal Only Payment. ...................................................................................................... 43 M2M Transfer . ............................................................................................................45 Linking Someone’s P1FCU Account.................................................................................... 45 Rename M2M display name. .............................................................................................. 46 Single Transfers Between P1FCU Accounts. ..................................................................... 47 Send a Check................................................................................................................48 Activity Center Overview. ...........................................................................................49 Using Filters........................................................................................................................... 50 Creating or Deleting Custom Views Using Favorites........................................................ 50 Editing Transactions............................................................................................................. 51 Canceling Transactions........................................................................................................ 52 Canceling Recurring Transactions...................................................................................... 53 Bill Payment Payments Overview. ...................................................................................................54 Creating a Payee..........................................................................................................56 Editing a Payee.............................................................................................................58 Deactivating or Deleting a Payee...............................................................................60 Scheduling a Payment. ...............................................................................................61 Setting Up Autopay. ....................................................................................................62 Editing a Payment........................................................................................................64 Deleting a Payment.....................................................................................................65 Setting Up E-Bills..........................................................................................................66 Cancelling E-Bills..........................................................................................................67 Setting Up Reminders.................................................................................................68 Editing a Reminder......................................................................................................69 Alerts.............................................................................................................................70 Creating a Report. .......................................................................................................71 Searching Records.......................................................................................................73 Editing a Report...........................................................................................................74 Deleting a Report.........................................................................................................75 Changing or Deleting a Funding Account.................................................................76 Editing a Funding Account..........................................................................................77 Creating a Category.....................................................................................................78

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