Community First Bank of Indiana Digital Banking User Guide Personal

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Table of Contents Getting Started

New User Enrollment ...................................................................................................8 Logging In.......................................................................................................................9 Multi-Factor Authentication.......................................................................................11 Logging Off ........................................................................................................................... 12 Resetting a Forgotten Password ...............................................................................13 Accounts View Accounts Overview ............................................................................................14 Account Details Overview ..........................................................................................16 Transaction Details .....................................................................................................18 Adding a New Account ...............................................................................................20 Adding an Account to Singleview....................................................................................... 21 Opening a New Account...................................................................................................... 22 Editing Favorite Accounts...........................................................................................24 Organize Dashboard ..................................................................................................25 Reorder Accounts ................................................................................................................ 25 Rename Accounts ................................................................................................................ 26 Hide/Unhide Accounts ........................................................................................................ 27 Hide/Unhide Dashboard Tiles ............................................................................................ 28 App Appearance................................................................................................................... 29 Favorite Payees ...........................................................................................................30 Selecting Favorite Payees.................................................................................................... 30 Singleview Initial Setup..................................................................................................................31 Tagging Transactions........................................................................................................... 32 Splitting a Transaction......................................................................................................... 34 Singleview Dashboard................................................................................................36 Spending by Category ................................................................................................37 Budget ..........................................................................................................................39 Adding Budgets.................................................................................................................... 40 Managing Budgets............................................................................................................... 41 Add a Budget Alert............................................................................................................... 43 Cashflow Overview .....................................................................................................44 Add a Bill or Income ............................................................................................................ 45 Configure Accounts ............................................................................................................. 46 Bills and Income................................................................................................................... 47 Net Worth ....................................................................................................................48 Add an Unlinked Asset or Debt.......................................................................................... 49