Firefly Credit Union Digital Banking User Guide

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Editing Payments.........................................................................................................76 Skipping Payments......................................................................................................77 Canceling Payments....................................................................................................78 Setting Up eBills...........................................................................................................79 Viewing eBills........................................................................................................................ 80 Adding an Account......................................................................................................81 Editing an Account.......................................................................................................82 Deleting an Account....................................................................................................83 Editing Personal Information.....................................................................................84 Editing Alerts................................................................................................................85 Categories....................................................................................................................86 Editing a Category.......................................................................................................87 Changing a Payee’s Category.....................................................................................88 Deleting a Category.....................................................................................................89 Personal Financial Management Initial Setup..................................................................................................................90 Linking an Account............................................................................................................... 90 Categorizing Transactions................................................................................................... 91 Splitting a Transaction......................................................................................................... 92 Online Banking Home Page.......................................................................................93 Net Worth Overview............................................................................................................. 94 Budgets Overview................................................................................................................ 95 Editing or Deleting a Budget............................................................................................... 96 Managing Budgets............................................................................................................... 97 Spending Overview.............................................................................................................. 98 Spending: Recategorizing a Transaction........................................................................... 99 Trends Overview................................................................................................................ 101 Debts Overview................................................................................................................. 102 Services Stop Payment Request............................................................................................ 103 Single Check ...................................................................................................................... 103 Multiple Checks ................................................................................................................ 106 Reordering Checks................................................................................................... 109 View Documents....................................................................................................... 110 Text Enrollment........................................................................................................ 112 Additional Services................................................................................................... 114

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