Fraud Alert: Ignore suspicious calls or texts asking to verify purchases. Scammers use this to steal digital banking information. If you have already responded, call us immediately at 1.800.897.6991.

Truity Credit Union

Current Promotions and News Ads
Main Content Area

Truity Credit Union Blog

Recent Posts

Truity Credit Union Blog > November 2022 > Digital Banking How Tos

Digital Banking How Tos

  • 11/18/2022

Open a Savings Account (view our current rates here)

  1. Log into Digital Banking via mobile or your desktop.
  2. Select the Accounts tab.
  3. Select Open a Savings Account.
  4. Select the account type you would like to open. To open a sub-share, select Savings.
  5. Read and agree to Terms and Conditions.
  6. To fund your new account, select the From tab and select the account you would like to transfer funds from. Then, in the Amount tab, enter the amount you would like to transfer to the new account. Click Next.
  7. Verify all information in the New Share Verification Window and select Confirm.
  8. A notification will pop up when the new account is created, select Done.

Set 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 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.

Add Transaction 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.

Add Photos to Transactions

This is a great tool to remind you of purchases, expenses and keeping track of receipts if and when you need to return something (pending the merchant’s return policy).

  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.

Related Blog Posts

Should I Make a Balance Transfer

Is a balance transfer to a new credit card the best way to tackle your credit card debt? Weigh the pros and cons!

See Details