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Online Banking Tip of the Day: Group the List of Recurring Transactions

August 22, 2013

Did you know in the Online Banking Center you can group your list of recurring transactions?  This is a nice feature for making it easier to locate specific transactions in your list.
How:  From the ‘Transactions’ menu, select ‘Manage Recurring’ to view a list of your recurring transactions.  In the toolbar next to ‘Group By’ is a drop-down list you can choose from. You can group by ‘None’, ‘Account’, ‘Status’, ‘Type’ or ‘User’.  Typically the best option is to group by ‘Status’ or ‘Account’.

Related Tips:
Schedule a Recurring Loan Payment Using Online Banking
Create a Recurring Funds Transfer in Online Banking
View Details of a Recurring Funds Transfer

If you have additional questions, please call our Customer Call Center at (585)394-4260 ext. 0 or fill out a contact us form.
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Online Banking Tip of the Day