CNB Digital Personal User Guide

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Table of Contents Getting Started

Digital Banking System Requirements .......................................................................8 Browser (Desktop & Mobile)................................................................................................. 8 Mobile Device (App)............................................................................................................... 8 Mobile Remote Deposit Capture ......................................................................................... 8 New User Enrollment ...................................................................................................9 Logging In.....................................................................................................................10 Out-of-Band Authentication ......................................................................................12 Logging Off ........................................................................................................................... 13 DUO Mobile .......................................................................................................................... 14 Resetting a Forgotten Password ...............................................................................16 Retrieve a Forgotten Username................................................................................17 Password Security Check ...........................................................................................18 Accounts Accounts Overview .....................................................................................................19 Account Details Overview ..........................................................................................21 Transaction Details .....................................................................................................23 Adding a New Account ...............................................................................................25 Adding an Account to Money Manager............................................................................. 26 Adding an External Account ............................................................................................... 27 Bank Approval ...................................................................................................................... 28 Transaction Challenge......................................................................................................... 29 Verifying an External Account ............................................................................................ 30 Removing an External Account .......................................................................................... 31 Editing Favorite Accounts...........................................................................................32 Organize Dashboard ..................................................................................................33 Reorder Accounts ................................................................................................................ 33 Rename Accounts ................................................................................................................ 34 Hide/Unhide Accounts ........................................................................................................ 35 Hide/Unhide Dashboard Tiles ............................................................................................ 36 App Appearance................................................................................................................... 37 Favorite Payees ...........................................................................................................38 Selecting Favorite Payees.................................................................................................... 38 Money Manager Initial Setup..................................................................................................................39 Tagging Transactions........................................................................................................... 40 Splitting a Transaction......................................................................................................... 42 Money Manager Dashboard......................................................................................44 Spending by Category ................................................................................................45