Blue Grass Federal Personal Digital Banking User Guide

First page Table of contents Next page Last page

Getting Started	9
New User Enrollment	9
Logging In	11
Logging Off	11
Resetting a Forgotten Password	12
Home Page	14
Home Page Overview	14
Asset/Debt Summary Overview	16
Mobile Thumb Bar	17
Account Details Overview	18
Quick Transfer	20
Account Nickname	21
Details & Settings	22
Account Grouping	23
Editing a Group Name	24
Deleting a Group	24
Security	25
Protecting Your Information	25
General Guidelines	25
Username and Password	25
Fraud Prevention	25
Security Preferences	26
Change Password	26
Change Username	27
Secure Delivery	28
Mobile Security Preferences	29
Enabling Touch ID or Fingerprint Login	29
Enabling Face ID	31
Enabling Passcode Authentication	32
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login	33
Apple® Watch	34
Apple® Watch Setup	34
Viewing Balances and Transactions	34
Alerts Overview	35
History Alerts	36
Online Transaction Alerts	37
Reminders	38
Security Alerts Overview	39
Editing Delivery Preferences	39
Enabling and Disabling Push Notifications	40
Secure Message Overview	41
Sending a Secure Message	42
Transaction Types	43
Moving Money Overview	43
Transactions	45
Transfer Funds	45
Loan Payments	47
Adding a Personal External Account	49
Instant Verification	49
Micro-Deposits	50
Verify an External Transfer Account	51
Manage External Transfer Accounts	53
Nickname External Transfer Accounts	53
Remove External Transfer Accounts	54
Customer to Customer	55
Linking Someone’s Blue Grass Federal Account	55
Single Transfers Between Blue Grass Federal Accounts	56
Manage Transactions Overview	57
Using Filters	58
Creating or Deleting Custom Views Using Favorites	59
Editing Transactions	60
Canceling Transactions	61
Bill Pay	62
Enrollment	62
Overview	64
Creating a Biller	65
Known Company	65
Unknown Company	66
Person	67
Editing a Biller	68
Deleting a Biller	69
Enabling eBills	70
Paying eBills	71
Canceling eBills Service for a Biller	72
Scheduling Payments	73
Single Payments	73
Multiple Payments	74
Automatic Payments	76
Automatic Payments for eBills	78
Edit an Automatic Payments	79
Delete an Automatic Payments	81
Rush Delivery	83
Activity	85
Editing Pending Payments	86
Canceling Pending Payments	88
Creating a Reminder	90
Editing Reminders	92
Deleting Reminders	94
Personal Finance Manager	96
Initial Setup	96
Linking an Account	96
Unlinking an Account	97
Categorizing Transactions	98
Splitting a Transaction	99
Online Banking Home Page	100
Spending Overview	101
Spending: Recategorizing a Transaction	102
Budgets Overview	104
Auto-generated Budgets	105
Budgets From Scratch	105
Editing or Deleting a Budget	106
Managing Budgets	107
Trends Overview	108
Cash Flow Overview	109
Adding a Suggested Cash Event	110
Creating Your Own Cash Event	111
Editing, Deleting or Skipping a Cash Event	113
Net Worth Overview	114
Debts Overview	115
Services	116
Stop Payment Request	116
Single Check	116
Multiple Checks	117
Check Reorder	118
Credit Score and Report	119
Mobile Deposits	120
eStatements	121
Edit Delivery Options	122
CardSwap	123
CardSwap	123
Getting Started	123
Overview	125
Update Direct Deposits	126
Direct Deposits	126
Verifying a Direct Deposit Switch	128
My Cards	129
Card Management Overview	129
To Add a New Card	130
To Activate a Card	131
Card Lock/Unlock	132
Hide/Show Cards	133
Set Primary Device	134
Transaction Enrichment	135
Add a Card to a Digital Wallet	136
View Digital Card	138
Spend Insights	139
Card on File	140
Card Controls & Alerts	141
Locations	141
Merchant Types	143
Transation Types	144
Spend Limits	145
Alerts	146
Location Alerts	147
Merchant Alerts	148
Transaction Type Alerts	149
Spend Limit Alerts	150
Card Management Recent Transactions	151
Manage Travel Plans	152
Creating a Travel Plan	152
Editing a Travel Plan	154
Deleting a Travel Plan	155
Report Card Lost/Stolen	156
Settings	157
Address Management	157
Text Enrollment	159
Instant Balance	161
To Enable Instant Balance	161
To Use Instant Balance	162
Account Preferences	163
Accessibility	164

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