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Online Banking Tip of the Day: Manual Update for an Account Occasionally Needed in CNBudget Central

June 26, 2013

Did you know that occasionally an account will need a manual update in CNBudget Central?  This is important to know when you have an account that is not updating and may require additional action.
How:  From the ‘CNBudget Central’ tab, select ‘Accounts Overview’ to view your ‘Account Summary’ page.  If you have an account showing a yellow caution icon, select the arrow to the right of that icon for a drop-down list and choose ‘Manual Update Required’.  This should bring that account up-to-date.  At times there may be something different than a manual update needed, such as a required password change.  In this instance, when you see the yellow caution icon, select ‘Edit Site’ from the drop-down list and make the necessary adjustments to bring your account up-to-date.

Related Tips:
Update All Accounts for Up-To-Date Transactions in CNBudget Central
Using Search when you Link an Account in CNBudget Central

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If you have additional questions, please call our Customer Call Center at (585)394-4260 ext. 0 or fill out a contact us form.
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