GNBank Digital Banking Guide

Getting Started9
New User Enrollment9
Logging In10
2-Step Verification11
Downloading Mobile App12
Logging Off12
Resetting a Forgotten Password13
Dashboard Overview14
Organize Dashboard16
Accounts Overview17
Open a New Account18
Account Details22
Account Settings24
Download Transactions25
Transaction Details26
Protecting Your Information27
General Guidelines27
Login ID and Password27
Fraud Prevention27
Security Preferences28
Change Username28
Change Password29
Two-Factor Authentication30
Mobile Security Preferences32
Enabling Biometric Sign-In32
Changing Passcode Authentication34
Enabling Face ID35
Alerts Overview36
Balance Alerts36
Transaction Alerts37
Card Management Alerts38
Locking or Unlocking a Card39
Manage Notification Settings40
Merchant Types42
Transaction Controls44
Spending Controls46
Report Lost/Stolen Card48
Activate New Card49
Editing or Deleting Alerts50
User Alerts51
Mobile Notifications52
Adding an External Account54
Confirming an External Account55
Removing an External Account56
Making a Transfer57
Making a Loan Transfer58
Editing Transfers59
Deleting Transfers60
Bill Pay61
Manage Payments Overview61
Hiding or Unhiding Payees from Payment Screen63
Hide a Payee63
Unhide a Payee63
Payee Overview64
Creating a Payee: Company65
For a Known Payee66
For an Unknown Payee67
Creating a Payee: Person68
Part 1 of 3: Choosing Payee and Payment Method68
Part 2 of 3: Adding Payee Information69
Part 3 of 3: Keyword (Email/Text Only) and One-Time Activation Code70
Editing a Payee71
Deleting a Payee72
Scheduling Payments73
Rush Delivery74
Recurring Payments76
Editing Payments78
Skipping Payments80
Deleting Payments81
Setting Up eBills82
Adding an Account83
Editing an Account84
Deleting an Account85
Editing Alerts86
Editing a Category88
Deleting a Category89
GiftPay Overview90
Creating a Recipient: Gift Check91
Creating a Recipient: Donation93
Sending a Gift95
Sending a Donation97
Editing a Gift or Donation Recipient99
Deleting a Gift or Donation Recipient100
Editing a Pending Gift or Donation102
Deleting a Pending Gift or Donation104
Money Manager106
Initial Setup106
Accessing Money Manager106
Linking an Account107
Tagging Transactions108
Splitting a Transaction109
Money Manager Dashboard110
Budgets Overview111
Adding Budgets112
Managing Budgets113
Cashflow Overview115
Cashflow Add Income116
Cashflow Add Bill117
Goals Overview118
Adding Goals119
Save for Goals119
Pay Off Goals120
Managing Goals121
Net Worth Overview122
Spending by Category Overview123
Stop Payment Request124
Single Check124
Multiple Checks126
Documents Enrollment128
Viewing eStatements/Notices130
Changing Enrolled Accounts131
Email Settings132
Adding Additional Recipients133
Remote Deposits134
Depositing a Check135
Send an Invoice138
Edit Invoice Draft140
Mark Invoice as Paid141
Copy Invoice142
Email Invoice144
Cancel Invoice145
Edit Recurring Schedule146
Pause Recurring Schedule148
Resume Recurring Schedule149
Cancel Recurring Schedule150
Export Invoices151
New Estimate152
Edit an Estimate154
Email an Estimate156
Create an Invoice from an Estimate157
Cancel an Estimate159
Export Estimates160
Add a Customer161
Import Customers162
Export Customers163
Edit a Customer164
Archive a Customer166
Invoice Balance Details168
New Product/Service169
Edit Product/Service170
Delete Product/Service172
Invoice Settings173
Edit Invoice Reminders and Fees174
Payments Overview176
Payment Form Settings177
Share Your Payment Form Link178
Email Your Payment Form Link179
Refund a Payment181
Cancel a Payment182

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