Did you know in the Online Banking Center you can view the date that the next transfer from a series of recurring transfers is scheduled to occur? This is helpful when you are reviewing your account balances and want to account for upcoming transfers.
How: From the ‘Transactions’ menu, select ‘Manage Recurring’ to view a list of your recurring transactions. When viewing transactions you can utilize grouping and sorting together to adjust the order in which transactions are listed. Each recurring transaction displays: the type of transaction, the amount/account and ‘Next payment:…..’, which is when the next transfer in the series will take place.
Create an Endless Recurring Funds Transfer in Online Banking
View Details of a Recurring Funds Transfer
Sort the List of Recurring Transactions
Group the List of Recurring Transactions
If you have additional questions, please call our Customer Call Center at (585)394-4260 ext. 0 or fill out a contact us form.