GNBank Digital Banking Guide

First page Table of contents Next page Last page

Getting Started	9
New User Enrollment	9
Logging In	10
Logging Off	10
Downloading Mobile App	11
Resetting a Forgotten Password	12
Dashboard	13
Dashboard Overview	13
Organize Dashboard	15
Accounts Overview	16
Account Details	17
Account Settings	19
Download Transactions	20
Transaction Details	21
Security	22
Protecting Your Information	22
General Guidelines	22
Login ID and Password	22
Fraud Prevention	22
Security Preferences	23
Change Username	23
Change Password	24
Two-Factor Authentication	25
Mobile Security Preferences	27
Enabling Biometric Sign-In	27
Changing Passcode Authentication	29
Enabling Face ID	30
Alerts	31
Alerts Overview	31
Balance Alerts	31
Transaction Alerts	32
Card Management Alerts	33
Locking or Unlocking a Card	34
Manage Notification Settings	35
Locations	36
Merchant Types	37
Transaction Controls	39
Spending Controls	41
Report Lost/Stolen Card	43
Activate New Card	44
Editing or Deleting Alerts	45
User Alerts	46
Mobile Notifications	47
Transactions	48
Transfers	48
Adding an External Account	49
Confirming an External Account	50
Removing an External Account	51
Making a Transfer	52
Making a Loan Transfer	53
Editing Transfers	54
Deleting Transfers	55
Payments	56
Payments Overview	56
Adding a Payee	57
Adding a Person	57
Adding a Company	59
Editing a Payee	60
Deleting a Payee	61
Payees	62
Adding a Bill	62
Making a Single Payment	64
Paying a Bill	64
Paying a Person	66
Making Multiple Payments	68
Paying Multiple Bills	68
Paying Multiple People	70
Payment Activity	72
Editing a Pending Payment	72
Deleting a Pending Payment	74
Advanced Payments	76
Manage Payments Overview	76
To Access Advanced Payments.	76
Hiding or Unhiding Payees from Payment Screen	79
Hide a Payee	79
Unhide a Payee	79
Payee Overview	80
Creating a Payee: Company	81
For a Known Payee	82
For an Unknown Payee	83
Creating a Payee: Person	84
Part 1 of 3: Choosing Payee and Payment Method	84
Part 2 of 3: Adding Payee Information	85
Part 3 of 3: Keyword (Email/Text Only) and One-Time Activation Code	86
Editing a Payee	87
Deleting a Payee	88
Scheduling Payments	89
Rush Delivery	90
Recurring Payments	92
Editing Payments	94
Skipping Payments	96
Deleting Payments	97
Setting Up eBills	98
Adding an Account	99
Editing an Account	100
Deleting an Account	101
Editing Alerts	102
Categories	103
Editing a Category	104
Deleting a Category	105
Money Manager	106
Initial Setup	106
Accessing Money Manager	106
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
Deposit Checks	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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