Monitor your account activity

Sections: 

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.

Account details

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.
  • Nickname.
  • Available balance.
  • Current balance. 
  • Interest rate. 

Transactions

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.

1
Search

Use the search box to filter the displayed transactions. Use the funnel icon to the right of the search box for additional filter options.

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2
Sort

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.

1
Select

Select the export transactions icon located below the search box to activate the Export Transactions screen.

2
Search

Use the funnel icon to the right of the search box for additional filter options.

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3
Format

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.)

4
Save

Use the Save button to initiate file download. Use the Cancel button to close the Export Transactions screen without downloading any files.

Transaction details

Hover over and select any transaction to activate the Transaction Details screen. From this screen you can find additional transaction information, inquire about the selected transaction or add categorization.

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.

1
Select

Hover and select any transaction to activate the Transaction Details screen.

2
Categorize

Navigate to the Transaction Categories section. Choose a category for a transaction from the drop-down. Hover the category type to display subcategories.

3
Split

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.

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Manage categories

Customize your account categories in the transaction categories section.

1
Choose

Choose the Manage Categories option at the bottom of the category drop-down to activate the Manage Categories screen.
 

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2
Edit

Rename or delete categories, add new categories and mark categories as discretionary. Choose the OK button to save your changes.