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.
Who We Are
Formerly known as Dallas Postal Credit Union, Neighborhood Credit Union opened its doors to its first members in April 1930, just months after the U.S. stock market crashed. During the Great Depression, when Americans’ trust in financial institutions were at their lowest, Dallas Postal Credit Union won that trust and loyalty of its charter members. In 2001, we officially changed our name to Neighborhood Credit Union, a name that more accurately reflects the diverse base of members from all over the Dallas area.
Neighborhood Credit Union now serves the entire state of Texas with over 61,000 members and assets that top $1 billion. Our ongoing effort to offer members convenient services in their communities and mobile access wherever they go has made us a top-rated credit union in the Dallas-Fort Worth area.