Durden Banking Company Digital Banking Consumer User Guide

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Table of Contents Getting Started

New User Enrollment ...................................................................................................8 Logging In.......................................................................................................................9 Multi-Factor Authentication.......................................................................................11 Logging Off ........................................................................................................................... 12 Duo Mobile ........................................................................................................................... 13 Resetting a Forgotten Password ...............................................................................15 Retrieve a Forgotten Username................................................................................16 Accounts Dashboard Overview..................................................................................................17 Account Details Overview ..........................................................................................19 Transaction Details .....................................................................................................21 Adding a New Account ...............................................................................................23 Adding an Account to Money Manager............................................................................. 24 Adding an External Account ............................................................................................... 25 Bank Approval ...................................................................................................................... 26 Transaction Challenge......................................................................................................... 27 Verifying an External Account ............................................................................................ 28 Editing Favorite Accounts...........................................................................................29 Organize Dashboard ..................................................................................................30 Reorder Accounts ................................................................................................................ 30 Rename Accounts ................................................................................................................ 31 Hide/Unhide Accounts ........................................................................................................ 32 Hide/Unhide Dashboard Tiles ............................................................................................ 33 App Appearance................................................................................................................... 34 Favorite Payees ...........................................................................................................35 Selecting Favorite Payees.................................................................................................... 35 Money Manager Initial Setup..................................................................................................................36 Tagging Transactions........................................................................................................... 37 Splitting a Transaction......................................................................................................... 39 Money Manager Dashboard......................................................................................41 Spending by Category ................................................................................................42 Budget ..........................................................................................................................44 Adding Budgets.................................................................................................................... 45 Managing Budgets............................................................................................................... 46 Add a Budget Alert............................................................................................................... 48