Alliance Bank Consumer Digital Banking Manual

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Getting Started	3
New User Enrollment	8
Logging In	9
Multi-Factor Authentication	11
Logging Off	12
Duo Mobile	13
Resetting a Forgotten Password	14
Retrieve a Forgotten Username	15
Password Security Check	16
Accounts	17
Dashboard Overview	17
Account Details Overview	19
Transaction Details	21
Adding a New Account	23
Adding an Account to MoneyManager	24
Adding an External Account	25
Bank Approval	26
Transaction Challenge	27
Verifying an External Account	28
Removing an External Account	29
Editing Favorite Accounts	30
Organize Dashboard	31
Reorder Accounts	31
Rename Accounts	32
Hide/Unhide Accounts	33
Hide/Unhide Dashboard Tiles	34
App Appearance	35
Favorite Payees	36
Selecting Favorite Payees	36
Money Manager	37
Initial Setup	37
Tagging Transactions	38
Splitting a Transaction	40
MoneyManager Dashboard	42
Spending by Category	43
Budget	45
Adding Budgets	46
Managing Budgets	47
Add a Budget Alert	49
Cashflow Overview	50
Add a Bill or Income	51
Configure Accounts	52
Bills and Income	53
Net Worth	54
Add an Unlinked Asset or Debt	55
Goals	56
Adding Goals	57
Save for Goals	57
Pay Off Goals	58
Add a Goal Alert	59
Managing Goals	60
Security	61
Protecting Your Information	61
General Guidelines	61
Login ID and Password	61
Fraud Prevention	61
Login Settings	62
Change Username	62
Change Password	63
Change Security Questions	64
Recent Logins	65
Enabling PIN Login	66
Auto-Login	67
Alerts	68
Alerts Overview	68
Custom Alerts	69
Bill Pay Alerts	70
Security Alerts	71
MoneyManager Alerts	72
Turning Alerts On and Off	73
Editing or Deleting Alerts	74
Previous Alerts	75
Card Alerts	76
Turn Card Alert Off	77
Move Money	78
Move Money Overview	78
Bill Pay Enrollment	79
Adding a Payee	80
Person to Person Payee	80
Bill Pay Payee - Company	82
Bill Pay Payee - Individual	84
Favoriting a Payee	87
Editing a Payee	88
Deleting a Payee	89
New Transaction	90
Transferring Money Between Your Accounts	90
Making a Loan Payment	92
Transferring Money to Another Person (P2P)	95
Making a Bill Pay Payment	97
Editing Transfers/Payments	99
Skip Transfers/Payments	100
Deleting Transfers/Payments	101
Deposit Checks	102
Remote Deposit	102
Manage Cards	103
Turn Card On or Off	103
Card Name	104
Card Alert	105
Temporary Spending Limit Increase	106
Change PIN	107
Report Lost or Stolen Card	108
Travel Notification	109
Enable Automatic On/Off	111
Reports	113
Creating a New Report	113
Account Activity Report	113
Sub-User Account Access Report	114
Running an Existing Report	115
Editing a Report	116
Deleting a Report	117
Services	118
Locations	118
Secure Message Overview	119
Sending a Secure Message	120
Submit a Form	121
Documents	122
Document Enrollment	122
Viewing Documents	123
Settings	124
Contact Settings	124
Adding a New Phone	124
Editing a Phone	125
Deleting a Phone	126
Editing an Email Address	127
Sub-Users	128
Sub-Users Overview	128
Sub-User Overview	129
Adding a New Sub-User	130
Editing a Sub-User	132
Part 1: Editing Sub-User Access	133
Part 2: Editing Sub-User Limits	134
Deleting a Sub-User	135

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