A Guide To Personal Online Banking CB Community Bank

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Table of Contents Getting Started

New User Enrollment ...................................................................................................8 Logging In.......................................................................................................................9 Multi-Factor Authentication.......................................................................................11 Logging Off ........................................................................................................................... 12 Duo Mobile ........................................................................................................................... 13 Resetting a Forgotten Password ...............................................................................15 Retrieve a Forgotten Username................................................................................16 Accounts Dashboard Overview..................................................................................................17 Account Details Overview ..........................................................................................19 Transaction Details .....................................................................................................21 Adding a New Account ...............................................................................................23 Adding an Account to Money Manager............................................................................. 24 Removing an External Account .......................................................................................... 25 Editing Favorite Accounts...........................................................................................26 Organize Dashboard ..................................................................................................27 Language Preference .......................................................................................................... 27 Reorder Accounts ................................................................................................................ 28 Rename Accounts ................................................................................................................ 29 Hide/Unhide Accounts ........................................................................................................ 30 Hide/Unhide Dashboard Tiles ............................................................................................ 31 App Appearance................................................................................................................... 32 Favorite Payees ...........................................................................................................33 Selecting Favorite Payees.................................................................................................... 33 Money Manager Initial Setup..................................................................................................................34 Tagging Transactions........................................................................................................... 35 Splitting a Transaction......................................................................................................... 37 Money Manager Dashboard......................................................................................39 Spending by Category ................................................................................................40 Budget ..........................................................................................................................42 Adding Budgets.................................................................................................................... 43 Managing Budgets............................................................................................................... 44 Add a Budget Alert............................................................................................................... 46 Cashflow Overview .....................................................................................................47 Add a Bill or Income ............................................................................................................ 48 Configure Accounts ............................................................................................................. 49 Bills and Income................................................................................................................... 50