TDECU Online Banking eGuide

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Personal Financial Management Initial Setup..................................................................................................................80 Linking an Account............................................................................................................... 80 Categorizing Transactions................................................................................................... 81 Splitting a Transaction......................................................................................................... 82 Digital Banking Home Page........................................................................................83 Net Worth Overview............................................................................................................. 84 Budgets Overview................................................................................................................ 85 Editing or Deleting a Budget............................................................................................... 86 Managing Budgets............................................................................................................... 87 Spending Overview.............................................................................................................. 88 Spending: Recategorizing a Transaction........................................................................... 89 Trends Overview................................................................................................................... 91 Debts Overview.................................................................................................................... 92 Cash Flow Overview............................................................................................................. 93 Adding a Suggested Cash Event......................................................................................... 94 Creating Your Own Cash Event........................................................................................... 95 Editing, Deleting or Skipping a Cash Event........................................................................ 97 Services Stop Payment Request...............................................................................................98 Single Check ......................................................................................................................... 98 Multiple Checks ................................................................................................................... 99 e-Documents............................................................................................................. 100 Card Management. .................................................................................................. 101 Card Management Overview........................................................................................... 101 Report a Card Lost or Stolen............................................................................................ 102 Travel Notifications........................................................................................................... 103 Mobile RDC Enrollment........................................................................................... 104 Mobile Deposits ....................................................................................................... 105 Settings My Profile.................................................................................................................. 106 Account Preferences................................................................................................ 107 Accessibility............................................................................................................... 108 Locations Branches and ATMs................................................................................................. 109

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