Control Your Accounts from Anywhere.

Your Dashboard is the main screen that displays an overview of your accounts.

Widgets are the icons along the left side of your dashboard.

To do this, go to Settings > Select the “Widgets” tab.

A gold start [icon] indicates a favorite widget. Select or deselect to add/remove from your favorites.

To reorder widgets, click "Reorder Favorites" which will let you click down and drag widgets to the order you want.

To categorize a transaction, go to “Accounts” from your dashboard. Look for the list of transactions and select “Add categories” on any transaction.

You can use the suggested categories from the list we’ve made or simply add your own category by clicking “Manage” at the bottom of the list, then “Add Category” to edit, delete, or add categories.

Some transactions will already be given a category automatically. You can reassign a new category at any time or simply remove it from that category. It can be helpful to assign transactions to a “discretionary” category to separate necessary expenses like transportation and food from going out or gifts.

To manage a credit card, click on the "••• More" button to expand the menu. Choose "Card Management" and select your card by the last four digits. This will open the card settings screen.

From here, you can block or unblock your card from allowing transactions, set Alert Thresholds to be notified of transactions that exceed a certain dollar amount, choose from Replacement Options in case your card is missing, and more.

In the left menu, select the Bill Pay widget. On the Bill Pay screen, select "Add Payee" to create a new Business payee, then click "Next.

From there, you'll need to enter that payee's name of business, the account number of the Default Funding Account you intend to use for payment, and the payee's business information like their address and phone number.

And you're done! From there, you may be asked to verify your authorization to add a payee to your own account. This is a necessary security precaution.

In the app, go to Mobile Deposit.

For "Deposit Account," select where you want the funds to be deposited and write the exact amount on the check. Do not enter an approximation or a partial amount.

Note: Do not attempt to deposit beyond your daily deposit amount that may be displayed below the amount on this screen when applicable.

Tap the camera icons with “Check front” and “Check back” to take a photo of the side of your check that corresponds. You may be prompted to grant access to your phone camera - allow camera access. This is required in order to use Mobile Deposit and your camera will not be used by the app when you’re not using it.

Here are a few tips on capturing your check:

• Place your check on a flat surface that contrasts with the color of the check. Most checks are light in color, so put your check on a solid black or dark surface.
• Be sure that the lighting of the check and surrounding surface is the same. Angle overhead lights so they point down toward you onto the check so you don’t create a shadow.
• Capture the entire check rather than cutting off part of it so it fits in your phone’s display. The software may require information in the margins.

Once you have good photos of the front and back of your check, tap "Deposit Check". You’ll receive confirmation of the approval via email or mobile app notification.

The Budgets screen will display your accounts on the left and categories of transactions on the right. Check out Manage Your Accounts to see how you can create and edit categories.

At the top left, you can enter the Budget Name. Members usually use this for their monthly budget, but this can apply to a certain period of time or be an ongoing check-in on your spending. This may reflect the accounts you want to monitor, which you'll select on the left.

Depending on your budget goals, select which budget categories you'd like to monitor. For example, if you're looking to limit spending on going out to eat, add Food & Dining to the Expenses box.

Then, put your limit or estimated spending for each category. As you spend and earn money, those categories of transactions will be recorded in your budget for the accounts you selected.

You can track your “Total Budget Progress” and discover how your actual expenses and income compare to your budget. You can also turn on alerts for when you exceed your budget.