Blue Grass Federal Personal Digital Banking User Guide

First page Table of contents Next page Last page

Getting Started	8
New User Enrollment	8
Logging In	10
Logging Off	10
Resetting a Forgotten Password	11
Home Page	13
Home Page Overview	13
Asset/Debt Summary Overview	15
Mobile Thumb Bar	16
Account Details Overview	17
Quick Transfer	19
Account Nickname	20
Details & Settings	21
Account Grouping	22
Editing a Group Name	23
Deleting a Group	23
Security	24
Protecting Your Information	24
General Guidelines	24
Username and Password	24
Fraud Prevention	24
Security Preferences	25
Change Password	25
Change Username	26
Secure Delivery	27
Mobile Security Preferences	28
Enabling Touch ID or Fingerprint Login	28
Enabling Face ID	30
Enabling Passcode Authentication	31
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login	32
Apple® Watch	33
Apple® Watch Setup	33
Viewing Balances and Transactions	33
Alerts Overview	34
History Alerts	35
Online Transaction Alerts	36
Reminders	37
Security Alerts Overview	38
Editing Delivery Preferences	38
Enabling and Disabling Push Notifications	39
Secure Message Overview	40
Sending a Secure Message	41
Transaction Types	42
Moving Money Overview	42
Transactions	44
Transfer Funds	44
Loan Payments	46
Adding a Personal External Account	48
Instant Verification	48
Micro-Deposits	49
Verify an External Transfer Account	50
Manage External Transfer Accounts	52
Nickname External Transfer Accounts	52
Remove External Transfer Accounts	53
Customer to Customer	54
Linking Someone’s Blue Grass Federal Account	54
Single Transfers Between Blue Grass Federal Accounts	55
Manage Transactions Overview	56
Using Filters	57
Creating or Deleting Custom Views Using Favorites	58
Editing Transactions	59
Canceling Transactions	60
Bill Pay	61
Overview	61
Creating a Payee	62
Known Company	62
Unknown Company	64
Person	66
Editing a Payee	68
Deleting a Payee	69
Editing Pending Payments	74
Cancel Pending Payments	75
Viewing Transaction Details	76
Single Transaction	76
Multiple Transactions	77
Creating a Reminder	79
Managing Reminders	81
Editing Reminders	82
Deleting Reminders	83
Editing Account Name	84
Deleting an Account	85
Personal Finance Manager	86
Initial Setup	86
Linking an Account	86
Unlinking an Account	87
Categorizing Transactions	88
Splitting a Transaction	89
Online Banking Home Page	90
Spending Overview	91
Spending: Recategorizing a Transaction	92
Budgets Overview	94
Auto-generated Budgets	95
Budgets From Scratch	95
Editing or Deleting a Budget	96
Managing Budgets	97
Trends Overview	98
Cash Flow Overview	99
Adding a Suggested Cash Event	100
Creating Your Own Cash Event	101
Editing, Deleting or Skipping a Cash Event	103
Net Worth Overview	104
Debts Overview	105
Services	106
Stop Payment Request	106
Single Check	106
Multiple Checks	107
Check Reorder	108
Credit Score and Report	109
Mobile Deposits	110
eStatements	111
Edit Delivery Options	112
CardSwap	113
CardSwap	113
Getting Started	113
Overview	115
ClickSWITCH	116
Direct Deposits	116
Manual Switch	116
Recurring Payments	118
Switch Assist	118
Existing Switches	119
Settings	120
Address Management	120
Text Enrollment	122
Instant Balance	124
To Enable Instant Balance	124
To Use Instant Balance	125
Account Preferences	126
Accessibility	127

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