GNBank Digital Banking Guide

First page Table of contents Next page Last page

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

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