As we continue to improve the new Web Branch, we will be moving to publishing weekly release notes with details on the added features, improvements and bug fixes right on the Web Branch log in page. For larger releases, like today's release, we will provide additional details and screenshots as appropriate.
Today's release includes improvements to the Dashboard, a new Services menu item and many other smaller changes. To see the details, visit the Web Branch log in page.
Tuesday, June 30, 2015
Tuesday, February 24, 2015
|New Desktop Log In Page|
The new log in page will go live on February 25. At that time, the old Web Branch user interface will be retired. Based on member feedback, we have made a lot of improvements to the new Web Branch over the last few months. See my previous post for a list of those improvements.
|New Mobile Log In Page|
Wednesday, January 14, 2015
Starting off the new year is a great time to assess your financial situation. Being able to compare 2014 to 2013 can show you how you changed your behaviors over the two years. Seeing changes to income or your overall cash flow (the net of your income and expenses) can be helpful to make sure you are staying on track with your savings goals.
You may want to re-categorize transactions quickly to make the reports more meaningful. You can now select multiple history items from reports or your account history to easily re-categorize similar transactions. When you change the category on a transaction, the system learns that preference and future transactions will have the correct category applied automatically. Spending some time getting your transactions categorized as you'd like will pay off in the future.
Year End Reports are only available on new Web Branch. It is a great reason to upgrade now. The old Web Branch system will be retired on February 25.
In addition to adding Year End Reports to the new Web Branch, we have also added the following functionality based on member feedback:
- Improved printable pages
- More history download formats
- Hidden accounts
- Edit multiple history items (see above)
- Multi-pay for Web Pay
Tuesday, October 21, 2014
But, you don't have to wait for the email. If you would like to get in before receiving the email, you can. See my earlier post on how to get into Web Branch today.
Wednesday, October 8, 2014
|The dashboard on the new Web Branch|
To start using the new Web Branch today, click on the link at the end of this post. You will be directed to the typical Web Branch log in screen (that will be updated later). Upon logging in, you will be redirected to the new Web Branch. Every time you sign on in the future, you will also be automatically directed to the new Web Branch.
If, after trying the new Web Branch, you decide you'd prefer to continue using the old version, you can downgrade using the button on the Profile & Settings page. We will be turning off the old Web Branch in early 2015.
Once you have some time with the site, we welcome your feedback. Please send us a secure message with your thoughts or concerns (or what you like!). We would especially like to hear from you if you run into any errors or issues that stop you from completing a task. While the site is mostly complete, we do have the opportunity to make small improvements--and we will be actively fixing bugs. We will also continue to improve the site regularly going forward beyond the launch.
We are so excited to bring this new Web Branch experience to you. We have taken years of your feedback and combined it with the state-of-the-art in web design to make a Web Branch that works great on desktop and laptop computers along with mobile devices and tablets.
Upgrade to the new Web Branch