Now you are set to send and receive money using Zelle in the Bank of America app. When prompted, enter the code to confirm we have your contact information correct. Next, select Add/Edit your Email/Mobile # to add your contact information, and select the account where you want to receive your money. If this is your first time sending money, select Begin Setup to accept the agreement. To get started, open your app, log in, and select Transfer|Send. The Bank of America Mobile Banking app, together with Zelle, lets you securely send or request money to or from almost anyone, no matter where they bank. Ready to give it a try? Then login or enroll in Online Banking. Plus with the Online Banking security guarantee, you can feel safe knowing your payments are protected and secure. And for added convenience, once you set up your payees, you can click the Bill Pay tile in your activity center the next time you want to pay them. You can even set up automatic payments so that payments are made according to the payment schedule you create. So the next time you’re ready to pay your bills, all you need to do is enter the amount, select a date for payment, and click Make Payments. Once you’ve added the company, it will always show up on your Bill Pay list. If you don’t see the company you’re looking for, you can always add it by entering in the company’s information. From here, you can look for companies by category, company name, or do a search. Then under Pay a Company, choose Browse a list of companies. To add a new company you want to pay, click Add a new Pay-To account. Make sure you have your latest bills handy because you’ll need to enter in your account information. From here you can set up the companies you want to pay. Like your utilities, credit card, or even your phone bill quickly and securely.įirst thing you’ll do, is sign into Online Banking and click Bill Pay. That said, my quibbles do not keep me from recommending CheckBook to anyone seeking a bargain way to track simple, routine transactions.Bank of America’s Online Bill Pay lets you pay your monthly bills. Neither of these are dealbreakers, but they are my two biggest complaints, so I figure it’s fair to acknowledge them. For another, the current date doesn’t update automatically for new entries - every time I make a new entry, I have to manually update to today’s date. For one, I never could figure out how to get transactions between accounts to show up automatically (e.g., if I go into checking and put in a debit entry of X toward my credit card, I’d like my credit card account to automatically show a deposit entry of X from checking account). It seems lacking in some simple features that Quicken had (at least back in the good ol’ days #RIPQuicken). It also does exactly what I wanted of such a program: let me track how much money is in my checking account and how much I’ve charged on a credit card. CheckBook is inexpensive, straightforward, and doesn’t involve subscriptions. When I shopped, I discovered that much of the finance software on the market seemed needlessly costly / complicated, and/or requires a subscription. At the present, I am sticking with Checkbook and hoping it will grow into a great mix of strong functionality and interface excellence.ĬheckBook is a simple, cheap way to keep to track of one’s expenditures and income. Overall, Checkbook beats competing app Savings for functionality, especially reconciling, but falls short of the outstanding Savings interface. Kudos for allowing different shades of color for credit or debit items. Default as you wish, but please give users the option to customize the recently entered item. For me, that is hard to read and disjointed in appearance. My least favorite trait of Checkbook is that your most recent item is colored very strangely in white text, boldface, with black shadow on a gray background. When tabbing through an entry, the tabbing skips by a drop-down menu - it would be so much smoother to tab to the menu and use arrows, etc. For example, all data is on one line like a plain spreadsheet, but two lines per entry might be easier to read. General interface is polished only to a basic level. Checkbook's functionality is above average, and the reconciling routine is a great virtue - well done on that! Checkbook accomplishes the basics but lacks simple things I need, such as ability to drag and drop a mis-entered item from one account to another. This app is my basic checkbook and credit card tracker, replacing the feature-rich, but aged Budget.
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