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How to schedule a recurring payment

Mobile

If you're using a mobile device, follow the steps below. For computers, go to the desktop steps

Tap Move Money on the bottom of the screen.

How to schedule a recurring payment mobile step 1

Tap New Transfer/Payment. You will be making the payment by transferring money from your deposit account to your loan.

If you want to pay from your account at another institution, you will need to connect the outside account to your RCU account. Learn how to set up external transfers in digital banking

.

How to schedule a recurring payment mobile step 2

Select the account you want make a recurring payment From and the loan you want make the recurring payment To.

How to schedule a recurring payment mobile step 3

Under Select a payment option, tap Select Amount and choose:

  • Minimum Due
  • Statement Balance
  • Current Balance
  • Other (type in desired amount)

How to schedule a recurring payment mobile step 4

Tap box under Send transfer, select Scheduled.

Tap Select frequency box to choose when this transfer will occur:

  • Occurs
    • On Due Date
    • One Time
    • Every two weeks
    • Monthly
    • Quarterly
    • Annual
  • Starts on
  • Ending

When finished, tap Done.

How to schedule a recurring payment mobile step 5

You can also add an optional Memo. When done, tap Review.

How to schedule a recurring payment mobile step 6

Review your payment details, making sure all information and dates are correct. To cancel payment, tap Cancel. If all information is correct, tap Schedule.

How to schedule a recurring payment mobile step 7

Your recurring payment is scheduled and complete! If the scheduled payment needs to be deleted or edited at any point. Learn how to edit scheduled payments.

How to schedule a recurring payment mobile step 8

Desktop

If you're using a computer, follow the steps below. For mobile devices, go to the mobile steps

From the top menu select Move Money.

How to schedule a recurring payment desktop step 1

Make sure New Transfer/Payment is highlighted on the left menu. You will be making the payment by transferring from your deposit account to your loan.
Select the account you want make a recurring payment From and the loan you want make the recurring payment To.

If you want to pay from your account at another institution, you will need to connect the outside account to your RCU account. Learn how to set up external transfers in digital banking.

How to schedule a recurring payment desktop step 1

To make a recurring payment:

  • Select how much you would like to pay:
    • Minimum Due
    • Statement Balance
    • Current Balance
    • Other (type in desired amount)

Click Send transfer box, select Scheduled.

Make selections for:

  • Occurs
    • On Due Date
    • One Time
    • Every two weeks
    • Monthly
    • Quarterly
    • Annual
  • Starts on
  • Ending
 

When finished, click Review.

How to schedule a recurring payment desktop step 3

Review your payment details, making sure all information and dates are correct. To make changes, click Edit. To cancel payment, click Cancel. If all information is correct, click Schedule.

How to schedule a recurring payment desktop step 4

Your recurring payment is scheduled and complete! If the scheduled payment needs to be deleted or edited at any time. Learn how to edit scheduled payments.

How to schedule a recurring payment desktop step 5