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Online Banking Tip of the Day: View Details of a Recurring Funds Transfer

August 20, 2013

Did you know in the Online Banking Center you can view the details of your recurring funds transfers?  This is useful when you want information on your recurring transactions. For example, the frequency, accounts involved, date created and so on.
How:  From the ‘Transactions’ menu, select ‘Manage Recurring’ to view a list of your recurring transactions.  You can use the ‘Group By’ drop-down menu to adjust how the transactions are grouped in order to assist you in locating the recurring transaction you want to view.  To view the details of a recurring transaction, select the transaction and press ‘View’ from the toolbar or double click on the transaction to open a pop-up window.

Related Tips:
Schedule a Recurring Loan Payment Using Online Banking
Create a Recurring Funds Transfer in Online Banking
View How Many Times a Recurring Transaction has Processed

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