Farmers State Bank Calahan Personal 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
Password Security Check	16
Accounts	17
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
Verifying an External Account	27
Removing an External Account	28
Editing Favorite Accounts	29
Organize Dashboard	30
Language Preference	30
Reorder Accounts	31
Rename Accounts	32
Hide/Unhide Accounts	33
Hide/Unhide Dashboard Tiles	34
App Appearance	35
Favorite Payees	36
Selecting Favorite Payees	36
Money Manager	37
Initial Setup	37
Tagging Transactions	38
Splitting a Transaction	40
Money Manager Dashboard	42
Spending by Category	43
Budget	45
Adding Budgets	46
Managing Budgets	47
Add a Budget Alert	49
Cashflow Overview	50
Add a Bill or Income	51
Configure Accounts	52
Bills and Income	53
Net Worth	54
Add an Unlinked Asset or Debt	55
Goals	56
Adding Goals	57
Save for Goals	57
Pay Off Goals	58
Add a Goal Alert	59
Managing Goals	60
Security	61
Protecting Your Information	61
General Guidelines	61
Login ID and Password	61
Fraud Prevention	61
Login Settings	62
Change Username	62
Change Password	63
Change Security Questions	64
Recent Logins	65
Mobile Security Preferences	66
Enabling Biometric Sign-In	66
Enabling FaceID	67
Enabling PIN Login	68
Auto-Login	69
Alerts	70
Alerts Overview	70
Custom Alerts	71
Bill Pay Alerts	72
Security Alerts	73
Money Manager Alerts	74
Turning Alerts On and Off	75
Editing or Deleting Alerts	76
Previous Alerts	77
Move Money	78
Move Money Overview	78
Bill Pay Enrollment	79
Adding a Payee	81
Person to Person Payee	81
Bill Pay Payee - Company	83
Bill Pay Payee - Individual	85
Favoriting a Payee	88
Editing a Payee	89
Deleting a Payee	90
New Transaction	91
Transferring Money Between Your Accounts	91
Making a Loan Payment	93
Transferring Money to Another Person (P2P)	96
Making a Bill Pay Payment	98
Editing Transfers/Payments	100
Skip Transfers/Payments	101
Deleting Transfers/Payments	102
Deposit Checks	103
Remote Deposit	103
Manage Cards	104
Turn Card On or Off	104
Card Name	105
Card Alert	106
Temporary Spending Limit Increase	107
Change PIN	108
Report Lost or Stolen Card	109
Travel Notification	110
Enable Automatic On/Off	112
Google Pay/Apple Pay	114
Reports	115
Creating a New Report	115
Account Activity Report	115
Running an Existing Report	116
Editing a Report	117
Deleting a Report	118
Services	119
Locations	119
Secure Message Overview	120
Sending a Secure Message	121
Submit a Form	122
Documents	123
Document Enrollment	123
Viewing Documents	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

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