Farmers State Bank Calahan Personal Guide

4

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 Password Security Check ...........................................................................................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 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 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