Online Banking with BlueIQ™ Makes Year-end Reporting Easy

Tuesday, March 21 at 03:50 PM
Category: Arvest News
Did you know we have a reporting feature in Online Banking with BlueIQ™ which provides end-of-year summaries by category? It only takes a few minutes to export your transactions into Microsoft® Excel® and create a report of the transactions and totals you want to see.  

Here are some helpful steps to walk you through this process:

1. In Online Banking with BlueIQ™, go to the Transaction tab. Choose the account(s) you wish to report on.

2. Select the Calendar icon to choose a date range and select search.

3. Select the Export icon and choose Export to Excel (.CSV). 

4. Select Download and then open file.                          

5. Adjust the column width for each column accordingly.

6. Use the Excel Sort feature to sort the spreadsheet by category (column E).

7. To have the spreadsheet provide subtotals for each category do the following:
  • Select the Credit or Debit column header
  • Select the Subtotal feature (found under Data)
  • Select Category in the first drop down (at each change in)
  • Select Subtotal in the second drop down (use function)
  • Select Debit and Credit in the third drop down (add subtotal to) 
  • Select OK
8. In the top left corner of the Excel file, click on 2 to see only the category and totals.

We hope this will help as you pull end of year summaries and other reports you need. If you need additional assistance with this or anything else regarding Online Banking with BlueIQ™, then please contact Customer Service at (844) 225-8347, and we’d be happy to assist you. 
 
Tags: Online Banking with BlueIQ™
 

Customer Question: “Why Can’t I Download My Transactions Into Quicken?”

Friday, March 10 at 09:30 AM
Category: Personal Finance

Update as of 3/23/17: The issues some customers experienced with importing transactions into financial management software have been resolved. We apologize for any inconvenience this issue caused you. If you need assistance with Online Banking with BlueIQ™, our customer service team at (844) 225-8347 would be happy to assist.

Since our recent Online Banking with BlueIQ™ upgrade, some customers have asked questions regarding issues they’ve experienced with their Arvest accounts pulling into financial management software like Quicken and QuickBooks. We’re looking into this high priority issue and working to get this resolved as soon as possible. In the meantime, here’s a workaround to download and import your transactions.

  1. Log in to Online Banking with BlueIQ™
  2. On the Dashboard select account
  3. Choose date range 
  4. Download the transactions to MS Money, QuickBooks or Quicken
  5. Save the file
  6. Open the file with Notepad, Wordpad or a similar program
  7. Find your account number in the file (e.g., ACCTID>D00000000########)
  8. Remove the alpha character and leading zeros from your account number (e.g., ACCTID>########)
  9. Save the updated file (Do not Save As, as it will change the file format.)
  10. Import the file to your financial management software
We understand financial management software is a valuable resource to help you manage your finances which is why we’re working as quickly as possible to provide a resolution. We apologize for the inconvenience and hope to have a solution soon. If you need assistance with this or any other features of Online Banking with BlueIQ™, please call customer service at (844) 225-8347, and we’d be happy to assist you. 
 
Tags: Online Banking with BlueIQ™
 

Updates Live This Weekend for Online Banking with BlueIQ™

Friday, February 24 at 01:00 PM
Category: Arvest News
Based on your valuable feedback, we’re releasing the following updates this weekend to Online Banking with BlueIQ™. 

- Dashboard
  • Ability to choose which account(s) and transactions show on the Dashboard; you’ll be able to go to Settings and then Accounts and select the “remove from dashboard” button 
  • Online accounts requiring updates will be indicated on the Dashboard; you’ll be able to see details and make updates to your account on the Accounts/e.Statements tab
- Alerts
  • All alerts will be displayed under Settings and then Alerts 
  • Ability to edit, and in some cases disable, automatically generated alerts; you’ll be able to go to Setting and then Alerts to create, change or disable alerts
- Online Accounts – Ability to add multiple login IDs from the same financial institution to see balances and transactions under a single ID 
 
- Print optimization – Selecting the “print” button for a transaction for payment will always open a new window for easy printing or saving 
 
- Spinner icon to indicate account or payment information is updating 
 
- Online Banking with BlueIQ™ will be fully optimized for mobile phone screens

If you have questions or feedback about these updates or any other features of Online Banking with BlueIQ™, please call customer service at (844) 225-8347 or visit your local branch.

We’re continually looking for ways to enhance your online banking experience. We expect to roll out additional updates later in 2017. We’ll let you know on social media and/or within Online Banking with BlueIQ™ when additional updates are live. Thanks for your valuable feedback, so we can optimize your online banking experience. 
 
Tags: Online Banking with BlueIQ™
 

Updates Coming Soon to Online Banking with BlueIQ™

Friday, February 17 at 11:55 AM
Category: Arvest News
Based on your valuable feedback, we’ll soon release the following updates to Online Banking with BlueIQ™. 

-- Dashboard
  • Ability to choose which account(s) and transactions show on the Dashboard
  • Online accounts requiring updates are indicated on the Dashboard
-- Alerts
  • All alerts will be displayed under Settings and then Alerts 
  • Ability to edit, and in some cases disable, automatically generated alerts 
-- Online Accounts – Ability to add multiple login IDs from the same financial institution to see balances and transactions under a single ID 
 
-- Print optimization – Selecting “print” will always open the image in a new window for easy printing or saving 
 
-- Spinner icon to indicate account or payment information is updating 
 
-- Online Banking with BlueIQ™ will be fully optimized for mobile phone screens 

If you have questions or feedback about these updates or any other features of Online Banking with BlueIQ™, please call customer service at (844) 225-8347 or visit your local branch.

We’re continually looking for ways to enhance your online banking experience. We expect to roll out additional updates later in 2017. We’ll let you know on social media and/or within Online Banking with BlueIQ™ when additional updates are live. Thanks for your valuable feedback, so we can optimize your online banking experience.
 
Tags: Online Banking with BlueIQ™
 

Online Banking with BlueIQ™ Updates Here

Thursday, July 21 at 08:05 AM
Category: Arvest News

Because of your valuable feedback regarding Online Banking with BlueIQ™, we’ve made a number of updates which are now live. 

Most notable updates include:
  • We removed “This Month’s Status” which displays “Money In,” “Money Out” and the “Difference” from the Dashboard tab.
  • The Money Movement tab is renamed BillPay/Transfers and includes a number of other enhancements. Check out the specifics! 
  • “Print” buttons added to make it easier to print a single transaction (including the front and back of a check on a single page) and BillPay confirmations. 
Other updates include:
  • The “Manage” and “Plan” buttons moved near the top left of the page on the Dashboard tab, and appear as menu choices for easier usage. 
  • Checked boxes now appear when you select “All Accounts” on the Transactions tab. This allows users to more clearly choose in which accounts they want to see transactions and running balances.
  • “Recent Transactions” changed to “Recent Transactions For All Accounts" on the Dashboard tab. 
  • The Accounts tab renamed Accounts/e.Statements.
  • Wording added to the top of the Accounts/e.Statements tab to make e.Statements easier to find. 
  • “Go to Top” button added to screens where scrolling down is an option.
If you have questions about these updates or any other features of Online Banking with BlueIQ™, check out the user guide, call customer service at (844) 225-8347 or visit your local branch.
 
We are also in the process of developing additional enhancements that will go live later this year. We’ll announce these enhancements on social media and/or within Online Banking with BlueIQ™ when they’re live. We appreciate your patience as we fine-tune your online banking experience.
 
Tags: Online Banking with BlueIQ™

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