Farmers Bank & Trust Digital Banking Guide
First page
Table of contents
Next page
Last page
Getting Started
3
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
Password Security Check
17
Accounts
18
Dashboard Overview
18
Account Details Overview
20
Transaction Details
22
Adding a New Account
24
Adding an Account to MyMoneyStory
25
Adding an External Account
26
Removing 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
MyMoneyStory
36
Initial Setup
36
Tagging Transactions
37
Splitting a Transaction
39
MyMoneyStory Dashboard
41
Spending by Category
42
Budget
44
Adding Budgets
45
Managing Budgets
46
Add a Budget Alert
48
Cashflow Overview
49
Add a Bill or Income
50
Configure Accounts
51
Bills and Income
52
Net Worth
53
Add an Unlinked Asset or Debt
54
Goals
55
Adding Goals
56
Save for Goals
56
Pay Off Goals
57
Add a Goal Alert
58
Managing Goals
59
Security
60
Protecting Your Information
60
General Guidelines
60
Login ID and Password
60
Fraud Prevention
60
Login Settings
61
Change Username
61
Change Password
62
Change Security Questions
63
Recent Logins
64
Mobile Security Preferences
65
Enabling Biometric Sign-In
65
Enabling FaceID
66
Enabling PIN Login
67
Alerts
68
Alerts Overview
68
Custom Alerts
69
Bill Pay Alerts
70
Security Alerts
71
MyMoneyStory Alerts
72
Turning Alerts On and Off
73
Editing or Deleting Alerts
74
Previous Alerts
75
Move Money
76
Move Money Overview
76
Bill Pay Enrollment
77
Adding a Payee
79
Person to Person Payee
79
Bill Pay Payee - Company
81
Bill Pay Payee - Individual
83
Favoriting a Payee
86
Editing a Payee
87
Deleting a Payee
88
New Transaction
89
Transferring Money Between Your Accounts
89
Making a Loan Payment
91
Transferring Money to Another Person (P2P)
94
Making a Bill Pay Payment
96
Editing Transfers/Payments
98
Skip Transfers/Payments
99
Deleting Transfers/Payments
100
Deposit Checks
101
Remote Deposit
101
Manage Cards
102
Turn Card On or Off
102
Card Name
103
Card Alert
104
Temporary Spending Limit Increase
105
Change PIN
106
Report Lost or Stolen Card
107
Travel Notification
108
Enable Automatic On/Off
110
Google Pay/Apple Pay
112
Reports
113
Creating a New Report
113
Account Activity Report
113
Sub-User Account Access Report
114
Running an Existing Report
115
Editing a Report
116
Deleting a Report
117
Services
118
Locations
118
Secure Message Overview
119
Sending a Secure Message
120
Submit a Form
121
Documents
122
Document Enrollment
122
Viewing Documents
123
Chat
124
Stop Payment
125
Single Check
125
Multiple Checks
127
ACH
129
Settings
132
Contact Settings
132
Adding a New Phone
132
Editing a Phone
133
Deleting a Phone
134
Editing an Email Address
135
Sub-Users
136
Sub-Users Overview
136
Sub-User Overview
137
Adding a New Sub-User
138
Editing a Sub-User
140
Part 1: Editing Sub-User Access
141
Part 2: Editing Sub-User Limits
142
Deleting a Sub-User
143
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