CNB Digital Personal User Guide

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SimpleView Initial Setup..................................................................................................................44 Tagging Transactions........................................................................................................... 45 Splitting a Transaction......................................................................................................... 47 SimpleView Dashboard ..............................................................................................49 Spending by Category ................................................................................................50 Budget ..........................................................................................................................52 Adding Budgets.................................................................................................................... 53 Managing Budgets............................................................................................................... 54 Add a Budget Alert............................................................................................................... 56 Cashflow Overview .....................................................................................................57 Add a Bill or Income ............................................................................................................ 58 Net Worth ....................................................................................................................59 Add an Unlinked Asset or Debt.......................................................................................... 60 Goals.............................................................................................................................61 Adding Goals ........................................................................................................................ 62 Save for Goals....................................................................................................................... 62 Pay Off Goals ........................................................................................................................ 63 Add a Goal Alert ................................................................................................................... 64 Managing Goals ................................................................................................................... 65 Security Protecting Your Information......................................................................................66 General Guidelines .............................................................................................................. 66 Login ID and Password........................................................................................................ 66 Fraud Prevention ................................................................................................................. 66 Login Settings ..............................................................................................................67 Change Username ............................................................................................................... 67 Change Password ................................................................................................................ 68 Change Security Questions................................................................................................. 69 Recent Logins ..............................................................................................................70 Mobile Security Preferences......................................................................................71 Enabling Biometric Sign-In.................................................................................................. 71 Enabling FaceID.................................................................................................................... 72 Enabling PIN Login......................................................................................................73 Auto-Login....................................................................................................................74