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Online Banking Demos

Welcome to our Online Banking demos page! The demos listed below will show you how to make the most of our Online Banking system. Whether you'd like help with the registration process or want to learn more about the budget tools, make the most of the dashboard options or familiarize yourself with overall navigation, these demos are available whenever you need them.

Click on the name of the demo below (in blue) that you wish to view.

Utilizing Budget Tools
The Budget Tools feature in Online Banking is a powerful program designed to help you manage your finances easily and efficiently. With the Budget Tools demo you will learn how to:

  • Review your spending by category
  • View your income and expenses by month, quarter, year, etc.
  • Set up a budget.
  • View a chart of income and spending.
  • Download transactions into an Excel spreadsheet.

Customizing Your Alerts
This demo will show you how to create alerts so you'll be up-to-date on the account information you need...when you need it. There are several ways to tailor them to your liking - here are some examples:

  • For all your accounts or accounts you specify.
  • When your balance drops below a certain amount.
  • To inform you when a transaction occurs with a specific merchant.
  • To arrive at the frequency you decide (all day, daily, weekly, etc.).
  • To receive them via e-mail, text message, or both.

Account Summary Tour
Our Online Banking site now offers an all-encompassing summary page of your accounts. This demo highlights the various features and shows you how you can:

  • Designate accounts as favorites.
  • Add assets and liabilities.
  • Discover additional ways to use the transaction search function.
  • Nickname your account and set balance goals.

Exploring the Dashboard
You can customize up to four dashboards in Online Banking to display your financial information in a multitude of ways. With the Dashboard feature, you can gauge what is happening with your finances at a glance, all on one screen. In this demo, you will learn how to:

  • Modify the existing widgets.
  • Set up a custom dashboard.
  • Determine the number of transactions - and for which accounts - you want to see at a glance.
  • View specific spending categories.
  • Quickly review your sign-in history.

Navigating Online Banking
Learn how to navigate the new system and discover some tips and tricks to make your Online Banking experience as easy as possible including:

  • Finding the features you use most often.
  • Quickly locating balances and available balances.
  • Easily viewing your transaction history.
  • Utilizing the many new search options.
  • Transferring funds to another member.

Registration Process
Are you ready to sign up for Online Banking? This demo is a great place to start. You'll be guided through each step of the registration process and provided with helpful tips and information such as:

  • What you'll need when registering.
  • What the process entails.
  • Why each step of registration is necessary.

 

 

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