Simple Saver Guide
Your Guide to Financial Freedom
Welcome to the Simple Saver guide, your key to building up your savings through recurring transfers. Why should you have recurring transfers? The answer is simple: effortlessly builds up your savings, creates a safety net for unexpected emergencies, and helps you achieve your long-term saving goals.
Becoming a simple saver gives you peace of mind, knowing you're ready for life's surprises, like car repairs or unexpected bills. It's not just about saving money; it's about building a stable financial base. In this guide, you'll learn how to set up recurring transfers from your desktop or phone.
How to Set Up Recurring Transfers
From Your Desktop
Step 1
(Click for a video tutorial.) Login to your Online Banking account. From the main menu, hover over Move Money and select Schedule a Transfer.
Step 2
Customize your options according to your savings plan.
- FROM: choose the account from which you want to withdraw funds. Select from the dropdown.
- TO: choose the account the funds are to be moved to. Select from the dropdown.
- DATE: from the calendar, select the date you want the transfer to occur.
- REPEAT TRANSFER: to create a reoccurring transfer, check the Repeat Transfer box.
- FREQUENCY: from the dropdown, choose how often you want this transfer to occur. Click Save to confirm your selection.
- AMOUNT: enter the amount you want to have transferred each time.
- MEMO: if you'd like, type a description of the transfer for your records.
Step 3
Click Make Transfer. You have successfully created your Simple Saver recurring transfer!
From the MyNCU Mobile App
Step 1
Login to your Online Banking account from your iOS or Android device. From the menu, select Transfers and then at the top select Schedule. Here, you can see any current reoccurring transfers you have scheduled. To schedule a new one, tap Schedule a Transfer at the bottom of your screen.
Step 2
Customize your options according to your savings plan.
- FROM: tap to choose the account from which you want to withdraw funds.
- TO: tap to choose the account the funds are to be moved to.
- AMOUNT: enter the amount you want to have transferred each time.
- FREQUENCY: tap to choose how often you want this transfer to occur and the date. Tap Done to confirm your selection.
Step 3
Tap Schedule. You have successfully created your Simple Saver recurring transfer from the MyNCU App!
How to Manage Your Recurring Transfers
From Your Desktop
Login to your Online Banking account. From the main menu, hover over Move Money and select View Scheduled Transfers.
From the MyNCU Mobile App
Login to your Online Banking account from your iOS or Android device. From the menu, select Transfers and then at the top select Schedule. Here, you can see any current recurring transfers you have scheduled.
More Questions?
Don't hesitate to contact us if you have any questions or concerns.
Why Neighborhood Credit Union is a great choice for checking, savings, and loans.
With over 96 years of experience, Neighborhood Credit Union knows how to help people reach their financial goals.
We now have several branches across the DFW Metroplex. We proudly provide our members with customized savings accounts and competitive rates.
As a not-for-profit, we pass savings on to you through greater returns. We also invest in technology to offer a top-of-the-class online and mobile banking experience. You can manage your accounts easily through online banking or our mobile app for iOS or Android.
At Neighborhood Credit Union, we’re committed to guiding you every step of the way toward financial security.
