Alerts and Budgeting FAQ

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Alerts & Budgeting FAQ

How do I set up alerts?

You have access to alerts in BayFedOnline that can be sent to both your phone via text or emailed to you.

To set up this service, you will need to access the Text Banking and Alerts under the Additional Services tab. Then select the Add an Alert button.

You may customize how you would like messages sent to you and how frequently the alert will show up.

Please note you may incur additional charges from your cellular carrier for the use of text messaging and/or data charges.If you have an Apple device, you may also set your alerts to arrive as push notifications.

How do I update my alerts?

You may easily add, delete, or modify your alerts. Simply login to BayFedOnline and click on the Notifications tab on the upper right hand side of the page to manage your alerts.

How can I be alerted when a deposit comes in?

In BayFedOnline, click Notifications in the top right corner and then click Add New Notifications. Here, you may schedule alerts for deposits based on the dollar threshold you choose.

Why aren't alerts faster?

Alerts are sent several times a day, but they are not in real time. We encourage all members to continue to keep track of when transactions on their accounts clear on an ongoing basis.

Money Management FAQ

How do I link to external accounts?

Add accounts from other institutions so you can view your whole financial picture in one place. Nearly any financial account can be linked! Checking and savings accounts, investments, credit cards, loans, mortgages and other lines of credit can all be added. You can also easily track Cash or Property values by adding manual accounts.

How do I review transaction activity?

Transactions will be automatically cleansed for readability, and categorized to make it easy to see where your money is going. However, not all transactions can be automatically categorized, so it’s important to review your transactions regularly. For example, checks and ATM withdrawals will be left “Uncategorized,”and you will be prompted to assign a category for such transactions. Make any changes necessary to ensure your spending data is complete and accurate.

It can be helpful to review your Spending chart after reviewing your Transactions. You will better understand how your transaction categories influence your financial reports, and can often reveal spending details that need to be recategorized.

How do I set up a budget?

A budget makes it easy to visualize how much you’ve spent and how much money you have left for the month. Select “Auto Generate Budget” to let Money Management calculate your average monthly spending in each category for the last two months with complete data. This gives you a realistic starting point for your budget.

What if I need help?

If you have a problem or question about Money Management, we encourage you to contact our support team. Feedback can be submitted through this channel as well.

To submit a support request:
1. Click on the Help icon.
2. Click on “Submit a Support Request” at the top right.
3. Provide a detailed description of your question, problem, or another request.
4. Submit.

Upon submitting your request, you will receive an email verifying receipt of your ticket. An agent will respond to you via email within one business day. If you have not seen the response within one business day, check your junk or spam folder.