In the Accounts tab on MyOCCU Online & Mobile you can view all your account transaction history, accounts details and tax information in one place. From here, you’ll be able to easily monitor your account activity and manage your transaction history.
On the left side, you’ll find all your accounts grouped by account type along with a cumulative balance for all the accounts of that type. Simply select an account from the list to display the Account Details tab.
In this tab you'll find:
- Account number.
- Available balance.
- Current balance.
- Interest rate.
Once your account is selected, navigate to the Transactions tab. This will display recent transactions for the selected account. The transaction date is displayed to the left of each transaction, followed by a transaction description, debit amount or credit amount and the current balance.
Search account transactions
Once your account is selected and you're viewing recent transactions for the selected account, you can search for specific transactions.
Use the search box to filter the displayed transactions. Use the funnel icon to the right of the search box for additional filter options.
The Sort By drop-down sorts transactions from oldest to newest. The down arrow changes the order to newest to oldest.
Export account transactions
Once your account is selected and you're viewing recent transactions for the selected account, you can export them.
Select the export transactions icon located below the search box to activate the Export Transactions screen.
Use the funnel icon to the right of the search box for additional filter options.
Select your preferred file type from the Export Format drop-down box. (If you choose a CSV file you will be prompted to input a transaction date range.)
Use the Save button to initiate file download. Use the Cancel button to close the Export Transactions screen without downloading any files.
Categorize your account transactions
Once your account is selected and you're viewing recent transactions for the selected account, you can categorize your account transactions.
Hover and select any transaction to activate the Transaction Details screen.
Navigate to the Transaction Categories section. Choose a category for a transaction from the drop-down. Hover the category type to display subcategories.
Use the Split button next to amount to split a transaction into multiple categories. The sum of the total assigned amounts must not exceed the total transaction amount. Use the x icon next to the Split button to remove a category assignment.
Customize your account categories in the transaction categories section.
Choose the Manage Categories option at the bottom of the category drop-down to activate the Manage Categories screen.
Rename or delete categories, add new categories and mark categories as discretionary. Choose the OK button to save your changes.