CaponConnect

• The layout is simpler and easier to view on all devices and screen sizes.
• Click Edit Accounts to quickly change the Landing Page display
• See recent activity directly from the landing page by clicking Recent
  • Transactions now start with newest first – scroll down to see older items
  • Click the account Nickname or number to see all details
  • See up to 18 months worth of activity on the detail screen – just click More Transactions when you scroll to the end of the list
• Transfer directly from the Landing Page or the Transfer tab
• Simplified Transfer screen combines the ability for same day (formerly Express) transfers and Scheduled transfers
• Bill Payment now launches in the same window rather than a separate window
• Transaction types are automatically categorized and can be easily edited for expense and income reporting

From the Edit Screen you can:

• Add or update the account Nickname
• Check or uncheck the Show on Home box to display or hide the account on the Landing Page
• Click the Move up or down arrows to rearrange the account list on the Landing Page to your preference

More Transactions!

Up to 18 months of transaction history is available, including check images!

Enhanced Transfer Page

• Select to or from any account – including loans
• Use the current date for a same day (Express) transfer
• Change the date for future transfers or payments
• Select the Repeat option if you want to establish recurring transfers or payments
• Add a customized transfer Description

Categorize Activity

• Click on the Categorize link from your account detail screen
• Many transaction types are automatically categorized
• Easily change transaction categories
• Get reports based on Expense or Income based on time frame of your choosing