Farmers Bank & Trust Digital Banking Guide
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Table of contents
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Getting Started
8
Digital Banking System Requirements
8
Browser (Desktop & Mobile)
8
Mobile Device (App)
8
Mobile Remote Deposit Capture
8
New User Enrollment
9
Logging In
10
Logging Off
10
Resetting a Forgotten Password
11
Retrieve a Forgotten Username
12
Accounts
13
Dashboard Overview
13
Account Details Overview
14
Transaction Details
16
Adding a New Account
18
Adding an Account to MyMoneyStory
19
Adding an External Account
20
Removing an External Account
22
Organize Dashboard
23
Reorder Accounts
23
Rename Accounts
24
Hide/Unhide Accounts
25
Hide/Unhide Dashboard Tiles
26
App Appearance
27
Quick Pay
28
Selecting Favorite Payees
28
Person to Person
29
Bill Pay
31
External Account
33
Monthly Activity
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
Net Worth
51
Add an Unlinked Asset or Debt
52
Goals
53
Adding Goals
54
Save for Goals
54
Pay Off Goals
55
Add a Goal Alert
56
Managing Goals
57
Security
58
Protecting Your Information
58
General Guidelines
58
Login ID and Password
58
Fraud Prevention
58
Login Settings
59
Change Username
59
Change Password
60
Change Security Questions
61
Recent Logins
62
Mobile Security Preferences
63
Enabling Biometric Sign-In
63
Enabling PIN Login
64
Alerts
65
Alerts Overview
65
Custom Alerts
66
Bill Pay Alerts
67
Security Alerts
68
MyMoneyStory Alerts
69
Turning Alerts On and Off
70
Editing or Deleting Alerts
71
Previous Alerts
72
Move Money
73
Move Money Overview
73
Bill Pay Enrollment
74
Adding a Payee
76
Person to Person Payee
76
Bill Pay Payee - Company
78
Bill Pay Payee - Individual
80
Favoriting a Payee
83
Editing a Payee
84
Deleting a Payee
85
New Transaction
86
Transferring Money Between Your Accounts
86
Making a Loan Payment
88
Transferring Money to Another Person (P2P)
90
Making a Bill Pay Payment
92
Editing Transfers/Payments
94
Skip Transfers/Payments
95
Deleting Transfers/Payments
96
Deposit Checks
97
Remote Deposit
97
Manage Cards
98
Turn Card On or Off
98
Card Name
99
Card Alert
100
Temporary Spending Limit Increase
101
Change PIN
102
Report Lost or Stolen Card
103
Travel Notification
104
Enable Automatic On/Off
106
Reports
108
Creating a New Report
108
Account Activity Report
108
Running an Existing Report
109
Editing a Report
110
Deleting a Report
111
Services
112
Locations
112
Secure Message Overview
113
Sending a Secure Message
114
Submit a Form
115
Documents
116
Document Enrollment
116
Viewing Documents
117
Settings
118
Contact Settings
118
Adding a New Phone
118
Editing a Phone
119
Deleting a Phone
120
Editing an Email Address
121
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