Citizens Progressive Bank User Guide Personal Online Banking

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SimpleView Dashboard ..............................................................................................48 Spending by Category ................................................................................................49 Budget ..........................................................................................................................51 Adding Budgets.................................................................................................................... 52 Managing Budgets............................................................................................................... 53 Add a Budget Alert............................................................................................................... 55 Cashflow Overview .....................................................................................................56 Add a Bill or Income ............................................................................................................ 57 Net Worth ....................................................................................................................58 Add an Unlinked Asset or Debt.......................................................................................... 59 Goals.............................................................................................................................60 Adding Goals ........................................................................................................................ 61 Save for Goals....................................................................................................................... 61 Pay Off Goals ........................................................................................................................ 62 Add a Goal Alert ................................................................................................................... 63 Managing Goals ................................................................................................................... 64 Security Protecting Your Information......................................................................................65 General Guidelines .............................................................................................................. 65 Login ID and Password........................................................................................................ 65 Fraud Prevention ................................................................................................................. 65 Login Settings ..............................................................................................................66 Change Username ............................................................................................................... 66 Change Password ................................................................................................................ 67 Change Security Questions................................................................................................. 68 Recent Logins ..............................................................................................................69 Mobile Security Preferences......................................................................................70 Enabling Biometric Sign-In.................................................................................................. 70 Enabling FaceID.................................................................................................................... 71 Enabling PIN Login......................................................................................................72 Auto-Login....................................................................................................................73 Alerts Alerts Overview ...........................................................................................................74 Custom Alerts....................................................................................................................... 75 Bill Pay Alerts........................................................................................................................ 76 Security Alerts ...................................................................................................................... 77 SimpleView Alerts ................................................................................................................ 78 Turning Alerts On and Off................................................................................................... 79 Editing or Deleting Alerts ...........................................................................................80 Previous Alerts ............................................................................................................81