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Online Banking EnhancementTech CU has recently introduced new filters to help you sort your account activity in Online Banking. This feature is great for expense tracking, as your totals will always show at the bottom for each filter.
When you select an account to see your account history, you will see a new “View” option.
This allows you to filter out specific transactions, including credits, debits and cleared checks.
Depending on what you select to filter, a secondary dynamic drop down appears to allow you to filter them further.
For instance if you choose Debits, the dynamic drop down will allow you to drill down to just ATM withdrawals, POS transactions, transfers and bill payments (for checking accounts).
(Please note that saving accounts won’t show POS or bill pay transactions since they don’t apply.)
If you choose Credits, you will see ATM deposits, direct deposits, dividend postings and transfers.
Selecting Cleared checks allows you to filter further by entering a check number range (optional).
We welcome your feedback and comments. Please send your note to firstname.lastname@example.org.
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