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Mobile App - Transfers/Transactions

To transfer between your Mainstreet Credit Union accounts:

  1. Log in

  2. Tap the slide-out menu > Transfer > Make a Transfer

  3. Select your To and From account and amount

  4. Click more options to change the frequency and date if desired

  5. Click Submit

Yes, all existing scheduled transfers in the previous mobile banking system have been moved to the new system.

  1. Log in

  2. Select the account you are needing to view

  3. To view all account activity, view the Transactions tile in the mobile app

Account transactions can be searched in mobile banking by amount, date, tags, etc.

  1. Log in

  2. Select your account you want to search

  3. Select Transactions

  4. Tap the magnifying glass icon

  5. Tap the icon to use Advanced Search options

You can add notes, tags, and images to any transaction inside of mobile banking. To begin:

  1. Log in

  2. Click on any account

  3. Click on Transactions

  4. Select the Transaction you wish to edit and pull up the transaction’s details page

  5. Click on the appropriate icon for one of the following:

  6. Add Tags

  7. Add Notes

  8. Add Images

  9. Follow the on-screen prompts to update the transactions

  10. Tap < Transactions in mobile

Any tags, notes, and images attached to transactions will be accessible on all devices when you log in to mobile banking in the future.

NOTE: Transactions are available Mastercards or Mortgages through the “MyMastercard” or “MyMortgage”.

Mainstreet Credit Union is dedicated to supporting our members' financial journeys with trusted local services in Kansas City, MO and Kansas.

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