Getting Started | 9 |
New User Enrollment | 9 |
Logging In | 10 |
2-Step Verification | 11 |
Downloading Mobile App | 12 |
Logging Off | 12 |
Resetting a Forgotten Password | 13 |
Dashboard | 14 |
Dashboard Overview | 14 |
Organize Dashboard | 16 |
Accounts Overview | 17 |
Open a New Account | 18 |
Account Details | 22 |
Account Settings | 24 |
Download Transactions | 25 |
Transaction Details | 26 |
Security | 27 |
Protecting Your Information | 27 |
General Guidelines | 27 |
Login ID and Password | 27 |
Fraud Prevention | 27 |
Security Preferences | 28 |
Change Username | 28 |
Change Password | 29 |
Two-Factor Authentication | 30 |
Mobile Security Preferences | 32 |
Enabling Biometric Sign-In | 32 |
Changing Passcode Authentication | 34 |
Enabling Face ID | 35 |
Alerts | 36 |
Alerts Overview | 36 |
Balance Alerts | 36 |
Transaction Alerts | 37 |
Card Management Alerts | 38 |
Locking or Unlocking a Card | 39 |
Manage Notification Settings | 40 |
Locations | 41 |
Merchant Types | 42 |
Transaction Controls | 44 |
Spending Controls | 46 |
Report Lost/Stolen Card | 48 |
Activate New Card | 49 |
Editing or Deleting Alerts | 50 |
User Alerts | 51 |
Mobile Notifications | 52 |
Transactions | 53 |
Transfers | 53 |
Adding an External Account | 54 |
Confirming an External Account | 55 |
Removing an External Account | 56 |
Making a Transfer | 57 |
Making a Loan Transfer | 58 |
Editing Transfers | 59 |
Deleting Transfers | 60 |
Bill Pay | 61 |
Manage Payments Overview | 61 |
Hiding or Unhiding Payees from Payment Screen | 63 |
Hide a Payee | 63 |
Unhide a Payee | 63 |
Payee Overview | 64 |
Creating a Payee: Company | 65 |
For a Known Payee | 66 |
For an Unknown Payee | 67 |
Creating a Payee: Person | 68 |
Part 1 of 3: Choosing Payee and Payment Method | 68 |
Part 2 of 3: Adding Payee Information | 69 |
Part 3 of 3: Keyword (Email/Text Only) and One-Time Activation Code | 70 |
Editing a Payee | 71 |
Deleting a Payee | 72 |
Scheduling Payments | 73 |
Rush Delivery | 74 |
Recurring Payments | 76 |
Editing Payments | 78 |
Skipping Payments | 80 |
Deleting Payments | 81 |
Setting Up eBills | 82 |
Adding an Account | 83 |
Editing an Account | 84 |
Deleting an Account | 85 |
Editing Alerts | 86 |
Categories | 87 |
Editing a Category | 88 |
Deleting a Category | 89 |
GiftPay Overview | 90 |
Creating a Recipient: Gift Check | 91 |
Creating a Recipient: Donation | 93 |
Sending a Gift | 95 |
Sending a Donation | 97 |
Editing a Gift or Donation Recipient | 99 |
Deleting a Gift or Donation Recipient | 100 |
Editing a Pending Gift or Donation | 102 |
Deleting a Pending Gift or Donation | 104 |
Money Manager | 106 |
Initial Setup | 106 |
Accessing Money Manager | 106 |
Linking an Account | 107 |
Tagging Transactions | 108 |
Splitting a Transaction | 109 |
Money Manager Dashboard | 110 |
Budgets Overview | 111 |
Adding Budgets | 112 |
Managing Budgets | 113 |
Cashflow Overview | 115 |
Cashflow Add Income | 116 |
Cashflow Add Bill | 117 |
Goals Overview | 118 |
Adding Goals | 119 |
Save for Goals | 119 |
Pay Off Goals | 120 |
Managing Goals | 121 |
Net Worth Overview | 122 |
Spending by Category Overview | 123 |
Services | 124 |
Stop Payment Request | 124 |
Single Check | 124 |
Multiple Checks | 126 |
Documents | 128 |
Documents Enrollment | 128 |
Viewing eStatements/Notices | 130 |
Changing Enrolled Accounts | 131 |
Email Settings | 132 |
Adding Additional Recipients | 133 |
Remote Deposits | 134 |
Enrollment | 134 |
Depositing a Check | 135 |
Autobooks | 137 |
Overview | 137 |
Send an Invoice | 138 |
Edit Invoice Draft | 140 |
Mark Invoice as Paid | 141 |
Copy Invoice | 142 |
Email Invoice | 144 |
Cancel Invoice | 145 |
Edit Recurring Schedule | 146 |
Pause Recurring Schedule | 148 |
Resume Recurring Schedule | 149 |
Cancel Recurring Schedule | 150 |
Export Invoices | 151 |
New Estimate | 152 |
Edit an Estimate | 154 |
Email an Estimate | 156 |
Create an Invoice from an Estimate | 157 |
Cancel an Estimate | 159 |
Export Estimates | 160 |
Add a Customer | 161 |
Import Customers | 162 |
Export Customers | 163 |
Edit a Customer | 164 |
Archive a Customer | 166 |
Invoice Balance Details | 168 |
New Product/Service | 169 |
Edit Product/Service | 170 |
Delete Product/Service | 172 |
Invoice Settings | 173 |
Edit Invoice Reminders and Fees | 174 |
Payments Overview | 176 |
Payment Form Settings | 177 |
Share Your Payment Form Link | 178 |
Email Your Payment Form Link | 179 |
Payments | 180 |
Refund a Payment | 181 |
Cancel a Payment | 182 |
Settings | 183 |
Profile | 183 |