Quick View Calendar

Accessing Calendar from Quick View​ 

A snapshot of the Calendar is available in Quick View. This will display transactions coming through today, tomorrow and the following day.

The full Calendar is available in Virtual Wallet Tools or by selecting “View Full Calendar” in Quick View.

Select View Full Calendar to continue.

Quick View 

Accessing Calendar from Virtual Wallet Tools​ 

The Calendar is also available with the other Virtual Wallet Tools.

Select Virtual Wallet Tools to continue.

Virtual Wallet Tools

Select Calendar​ 

The Virtual Wallet Tools tab provides links to other features including Calendar.

Select Calendar to continue.

Monthly Calendar

The Calendar displays transactions by month and day​ 

All the upcoming expenses and deposits added to Calendar will display on the date they’re likely to process.

Expenses are highlighted in orange with a minus sign.

Deposits are highlighted in green with a plus sign.

The current Scheduled Out period is marked with an orange bar on the affected dates.

Select Legend to continue.

Calendar Legend

The legend explains each icon on the Calendar​ 

All the icons displayed in the Calendar are explained in the Legend.

Each detail section explains how these transactions affect a Virtual Wallet account.

Select Close to continue.

Monthly Calendar

The date displayed can be adjusted​ 

The current month can be changed to the next month or the previous month by selecting the monthly navigation arrows.

There is also a weekly view that offers more details and options.

Select the date May 12 to continue.

Weekly Calendar

The weekly view provides more transaction details​ 

The weekly view will display transaction details for each day selected.

The transactions will be separated into deposits and withdrawals with expandable details.

Any Scheduled Out items are also displayed. These items can be managed by expanding the table row and selecting an action like “Edit.”

Select Add To Calendar to continue.

Add To Calendar

Track upcoming expenses and deposits on the Calendar​ 

The Calendar tracks transactions like checks, pre-authorized payments, and paydays.

Tracking a check: adds a check number, amount, and payee to the Calendar.

Select Next to continue.

Add To Calendar

Track upcoming expenses and deposits on the Calendar​ 

The Calendar tracks transactions like checks, pre-authorized payments, and paydays.

Tracking a pre-authorized payment: adds a bill set up with another company like streaming services or power bills.

Select Next to continue.

Add To Calendar

Track upcoming expenses and deposits on the Calendar​ 

The Calendar tracks transactions like checks, pre-authorized payments, and paydays.

Tracking a payday: adds a deposit to the Calendar.

Select Next to continue.

Add Check Reminder To Calendar

Enter the check details​ 

The check details include the recipient, the check number, and the check amount.

The check number is pre-filled based on the last check added to the Calendar. The check number can be updated if needed.

Select Submit to continue.

Check Reminder Added

The check is being tracked on the Calendar now​ 

That’s it – the Calendar will now track this new check with all other transactions.

Select Back to Calendar to continue.

Add Pre-Authorized Payment To Calendar

Enter the payment details​ 

The payment details include the payee, the amount, the payment date and payment frequency.

Select Submit to continue.

Pre-Authorized Payment Added

The payment is being tracked on the Calendar now​ 

That’s it – the Calendar will now track this new pre-authorized payment with all other transactions.

Select Back to Calendar to continue.

Add Payday To Calendar

Enter the payday details​ 

The payday details include the payday nickname, amount, frequency, and next pay date.

Select Submit to continue.

Payday Added

The payday is being tracked on the Calendar now​ 

That’s it – the Calendar will now track this new payday with all other transactions.

Select Back to Calendar to finish.