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Online Banking Tip of the Day: View the Next Payment Date for Recurring Transfers

August 28, 2013

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.

Related Tips:
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.
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