ANB Go Business User Guide

Account Summary Widget The Account Summary widget allows the you to view and search account data in a variety of ways utilizing four tabs listed across the top of the widget, All Accounts, Balance History, Account Activity, and Export. All Accounts Tab The All Accounts tab in the Account Summary widget displays individual account balances including today's opening ledger, closing available, and current available balances as well as totals for each account category, deposit (checking and savings), loan, and other (certificate of deposit) accounts. Users can click on an account name to access detailed balance and transaction information. The images below show the two available views for the All Accounts tab. Users with access to 20 or fewer total accounts have the option to switch between tile view on the left and list view on the right. The toggle button facilitates this switch, and this setting is saved for future sessions. Users with more than 20 total accounts will only have access to the list view on the right and will not see a toggle button.

Drag-and-Drop Transfers When set to tile view, there is the option to transfer between deposit accounts by clicking and dragging one account over another account. This automatically opens a window to complete the transfer. Viewing Account Details Users can view individual account details by clicking one of the accounts on the Account Summary page. This page allows the user to select a date range and filter the list view to see transactions meeting the search criteria.

Assigning Nicknames to Accounts

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