GNBank Digital Banking Guide

Getting Started9
New User Enrollment9
Logging In10
Logging Off10
Downloading Mobile App11
Resetting a Forgotten Password12
Dashboard Overview13
Organize Dashboard15
Accounts Overview16
Account Details17
Account Settings19
Download Transactions20
Transaction Details21
Protecting Your Information22
General Guidelines22
Login ID and Password22
Fraud Prevention22
Security Preferences23
Change Username23
Change Password24
Two-Factor Authentication25
Mobile Security Preferences27
Enabling Biometric Sign-In27
Changing Passcode Authentication29
Enabling Face ID30
Alerts Overview31
Balance Alerts31
Transaction Alerts32
Card Management Alerts33
Locking or Unlocking a Card34
Manage Notification Settings35
Merchant Types37
Transaction Controls39
Spending Controls41
Report Lost/Stolen Card43
Activate New Card44
Editing or Deleting Alerts45
User Alerts46
Mobile Notifications47
Adding an External Account49
Confirming an External Account50
Removing an External Account51
Making a Transfer52
Making a Loan Transfer53
Editing Transfers54
Deleting Transfers55
Payments Overview56
Adding a Payee57
Adding a Person57
Adding a Company59
Editing a Payee60
Deleting a Payee61
Adding a Bill62
Making a Single Payment64
Paying a Bill64
Paying a Person66
Making Multiple Payments68
Paying Multiple Bills68
Paying Multiple People70
Payment Activity72
Editing a Pending Payment72
Deleting a Pending Payment74
Advanced Payments76
Manage Payments Overview76
To Access Advanced Payments.76
Hiding or Unhiding Payees from Payment Screen79
Hide a Payee79
Unhide a Payee79
Payee Overview80
Creating a Payee: Company81
For a Known Payee82
For an Unknown Payee83
Creating a Payee: Person84
Part 1 of 3: Choosing Payee and Payment Method84
Part 2 of 3: Adding Payee Information85
Part 3 of 3: Keyword (Email/Text Only) and One-Time Activation Code86
Editing a Payee87
Deleting a Payee88
Scheduling Payments89
Rush Delivery90
Recurring Payments92
Editing Payments94
Skipping Payments96
Deleting Payments97
Setting Up eBills98
Adding an Account99
Editing an Account100
Deleting an Account101
Editing Alerts102
Editing a Category104
Deleting a Category105
Money Manager106
Initial Setup106
Accessing Money Manager106
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
Deposit Checks134
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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