HFB Online Banking and Mobile App Personal User Guide
First page
Table of contents
Next page
Last page
Getting Started
8
User Enrollment
8
New User
8
Desktop
9
Mobile
10
Logging Off
10
Retrieve a Forgotten Username
11
Resetting a Forgotten Password
12
Accounts Page
13
Accounts Page Overview
13
Desktop
13
Desktop Account Details
14
Mobile
16
Desktop Account Preferences
18
Edit Nickname
18
Hide Account
19
Unhide Account
19
Mobile Account Preferences
20
Edit Nickname
20
Hide Account
21
Unhide Account
21
Viewing a Transaction Image
22
Desktop
22
Mobile
23
Attaching an Image to a Transaction
24
Desktop
24
Mobile
25
Security
26
Protecting Your Information
26
General Guidelines
26
Login ID and Password
26
Fraud Prevention
26
Alerts Overview
27
Desktop Delivery Preferences
27
Mobile Delivery Preferences
28
Editing Alerts
29
Security Alerts
29
Account Alerts
30
Secure Message Overview
31
Sending a Secure Message
32
Mobile Security
33
Enabling Touch ID, Fingerprint Login or Face ID
33
Enabling PIN Login
36
Transactions
38
Transfers
38
Managing Transfers
40
Deposits (RDC)
41
Viewing Check Deposit History
42
Loan Payments & Transfers
43
Creating a Template
43
Initiating a Transaction
45
Managing Loan Payments and Transfers
47
Editing or Deleting Templates
48
Enhanced Bill Pay
49
Bill Pay Overview
49
Creating a Payee
49
Editing a Payee
51
Deleting a Payee
52
Schedule Payments
53
Recurring Payments
54
Rush Delivery
55
Editing a Payment
56
Deleting a Payment
57
Picture Pay
58
Express Pay Person
60
Express Pay Account
62
Adding an Express Pay Account
62
Verifying an Express Pay Account
63
Transfering Money
64
Updating Preferences
65
Stop Payment Request
66
Single Check
66
Range of Checks
68
Mobile Manage Cards
70
Disabling or Enabling a Card
70
Merchant Controls
71
Spending Controls
72
Transaction Controls
73
Desktop Manage Cards
74
Disabling or Enabling a Card
74
Merchant Controls
75
Spending Controls
76
Transaction Controls
77
Initial Setup
79
Accessing CaBoodle Finance Manager
79
Linking an Account
80
Tagging Transactions
81
Splitting a Transaction
82
CaBoodle Finance Manager
83
CaBoodle Dashboard
83
Budgets Overview
84
Adding Budgets
85
Managing Budgets
86
Cashflow Overview
88
Cashflow Add Income
89
Cashflow Add Bill
90
Goals Overview
91
Adding Goals
92
Save for Goals
92
Pay Off Goals
93
Managing Goals
94
Net Worth Overview
95
Spending by Category Overview
96
Mobile Personal Financial Manager (PFM)
97
Settings
99
Profile
99
Settings
100
Changing Account Order
100
Locations
101
Desktop Branches and ATMs
101
Branches and ATMs
102
Branches and ATMs
103
Important Phone Numbers
104
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