Claremont Savings Bank Online Banking User Guide

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Budget. .........................................................................................................................49 Adding Budgets.................................................................................................................... 50 Managing Budgets............................................................................................................... 51 Add a Budget Alert............................................................................................................... 53 Cashflow Overview......................................................................................................54 Add a Bill or Income............................................................................................................. 55 Net Worth.....................................................................................................................56 Add an Unlinked Asset or Debt.......................................................................................... 57 Goals.............................................................................................................................58 Adding Goals......................................................................................................................... 59 Save for Goals....................................................................................................................... 59 Pay Off Goals........................................................................................................................ 60 Add a Goal Alert.................................................................................................................... 61 Managing Goals.................................................................................................................... 62 Security Protecting Your Information......................................................................................63 General Guidelines............................................................................................................... 63 Login ID and Password........................................................................................................ 63 Fraud Prevention.................................................................................................................. 63 Login Settings...............................................................................................................64 Change Username................................................................................................................ 64 Change Password................................................................................................................. 65 Change Security Questions................................................................................................. 66 Recent Logins...............................................................................................................67 Mobile Security Preferences......................................................................................68 Enabling Biometric Sign-In.................................................................................................. 68 Enabling FaceID.................................................................................................................... 69 Enabling PIN Login......................................................................................................70 Auto-Login....................................................................................................................71 Alerts Alerts Overview............................................................................................................72 Custom Alerts....................................................................................................................... 73 Bill Pay Alerts........................................................................................................................ 74 Security Alerts....................................................................................................................... 75 SimpleView Alerts................................................................................................................. 76 Turning Alerts On and Off................................................................................................... 77 Editing or Deleting Alerts............................................................................................78 Previous Alerts.............................................................................................................79