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Truity Credit Union Blog > April 2020 > Digital Banking How Tos

Digital Banking How Tos

  • 4/2/2020

Truity’s digital banking allows you to manage your accounts whenever, wherever. With convenient features such as automatic transfers, mobile deposit and secure messaging, you can take care of your finances from the comfort of your own home. Did you also know that our digital banking platform has features such as custom alerts and adding tags and photos to your transactions? It’s easy to get started.

Digital Banking How To: Setting Up Alerts

  1. Log into Digital Banking via mobile or your desktop.
  2. Click the account where you’d like to add alerts (certain restrictions apply for mortgage, credit card, and HELOC accounts). 
  3. Select Alert Preferences.
  4. Next, you can choose between Balance Alerts and Transaction Alerts
  5. Balance Alerts allows you to set up notifications for when your account balance reaches a certain amount, designated by you. You can also choose how you receive the alerts- via email, text message or an in-app message. To save your preferences, click Add Alert
  6. Under Transaction Alerts, you can set up notifications for debit and/or credit activity on your account. You can also choose how you receive the alerts- via email, text message or an in-app message. To save your preferences, click Add Alert.

Digital Banking How To: Adding Tags

  1. Log into Digital Banking via mobile or your desktop.
  2. Click the account where you’d like to start adding tags for your transactions (certain restrictions apply for mortgage, credit card and HELOC accounts).  
  3. Select Transactions
  4. Next, choose a specific transaction to add a tag. 
  5. Click Add Tags.
  6. Create a custom name for the tag. For example, if you wanted to label all transactions that reflect a fuel purchase, you can name the tag “Gas”.
  7. Then select the name of the tag you created and click Done. A screen will pop up asking you whether you want to apply the tag to only this transaction or all similar transactions. Select which option you’d prefer.
  8. When tracking your expenses, use the search bar to enter the name of the tag. Every transaction with that tag will come up, making your budget monitoring process easier than ever. 

Digital Banking How To: Adding Photos

  1. Log into Digital Banking via mobile or your desktop.
  2. Click the account where you’d like to start adding images to your transactions (certain restrictions apply for mortgage, credit card and HELOC accounts).  
  3. Next click Transactions.
  4. Select a specific transaction to add a photo. 
  5. Click Attach Image
  6. Choose whether you want to take a photo or pick an existing one from your photo library. You can upload a picture of a receipt, item(s) purchased, invoice or whatever you’d like.
  7. Make sure you click OK when asked if Truity can access your photos.
  8. Select the picture you’d like to use.
  9. This is a great tool to remind you of purchases, expenses and to keep track of receipts, if and when you need to return something (pending the merchant’s return policy). 
 

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