Frequently Asked Questions  •  How Do I...  •  Glossary

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Account Activity

Account Information

Accounts Overview

Add a New Category to the List

Add Notifications

Delete a Custom Category

Delete Credit Card Payment

Delete Notifications

Delete Recurring Credit Card Payment

Delete Recurring Transfer

Delete Transfer

Edit a Custom Category

Edit Credit Card Payment

Edit Recurring Credit Card Payment

Edit Recurring Transfer

Make a Credit Card Payment

Make a Recurring Credit Card Payment

Make a Recurring Transfer

Make a Transfer

Manage Categories

Scheduled Credit Card Payments

Scheduled Transfers

Split Transaction Amount between Categories

Transaction Detail

View My Notifications

Edit Transfer

Can I change a single transfer to a recurring transfer?

What if I need to change the transfer?

How do I know if a scheduled transfer has been processed?

Edit Transfer

Can I change a single transfer to a recurring transfer?

No. However, you could delete the single transfer and then set up a recurring transfer.

What if I need to change the transfer?

Go to the Scheduled Transfers page. If the transfer is listed on this page, it can be changed. Just click Edit for the transfer you want to change.

How do I know if a scheduled transfer has been processed?

You can add a notifications to automatically alert you when transfers have been processed or if a scheduled transfer fails to be processed. You can access the Add Notifications page by clicking the Add Notifications link on the Customer Service page.