Dieterich Bank Online and Mobile Banking Personal User Guide

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Adding a Payee............................................................................................................85 Bill Pay Payee - Company.................................................................................................... 86 Bill Pay Payee - Individual ................................................................................................... 88 Person to Person Payee...................................................................................................... 91 Editing a Payee or External Account.................................................................................. 93 Deleting a Payee or External Account ............................................................................... 94 Favoriting a Payee................................................................................................................ 95 Documents Documents ..................................................................................................................96 Document Enrollment......................................................................................................... 96 Viewing Documents............................................................................................................. 97 Reports Creating a New Report ...............................................................................................98 Account Activity Report ....................................................................................................... 98 Running an Existing Report .......................................................................................99 Editing a Report........................................................................................................ 100 Deleting a Report ..................................................................................................... 101 Manage Alerts Alerts Overview ........................................................................................................ 102 Custom Alerts.................................................................................................................... 103 Bill Pay Alerts..................................................................................................................... 104 Security Alerts ................................................................................................................... 105 Finance Manager Alerts ................................................................................................... 106 Turning Alerts On and Off................................................................................................ 107 Editing or Deleting Alerts ........................................................................................ 108 Previous Alerts ......................................................................................................... 109 Additional Features Reorder Checks ........................................................................................................ 110 User Guide & FAQ .................................................................................................... 111 Apply for a Mortgage............................................................................................... 112 Finance Manager Initial Setup............................................................................................................... 113 Tagging Transactions........................................................................................................ 114 Splitting a Transaction...................................................................................................... 116 Finance Manager Dashboard ................................................................................. 118 Spending by Category ............................................................................................. 119