High Country Bank Digital Banking Consumer User Guide

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Table of Contents Getting Started

New User Enrollment ...................................................................................................8 Logging In.......................................................................................................................9 Multi-Factor Authentication.......................................................................................11 Logging Off ........................................................................................................................... 12 Duo Mobile ........................................................................................................................... 13 Resetting a Forgotten Password ...............................................................................15 Accounts Accounts Overview .....................................................................................................16 Account Details Overview ..........................................................................................18 Transaction Details .....................................................................................................20 Adding a New Account ...............................................................................................22 Adding an Account to SimpleView ..................................................................................... 23 Adding an External Account ............................................................................................... 24 Verifying an External Account ............................................................................................ 25 Removing an External Account .......................................................................................... 26 Editing Favorite Accounts...........................................................................................27 Organize Dashboard ..................................................................................................28 Language Preference .......................................................................................................... 28 Reorder Accounts ................................................................................................................ 29 Rename Accounts ................................................................................................................ 30 Hide/Unhide Accounts ........................................................................................................ 31 Hide/Unhide Dashboard Tiles ............................................................................................ 32 App Appearance................................................................................................................... 33 Favorite Payees ...........................................................................................................34 Selecting Favorite Payees.................................................................................................... 34 SimpleView Initial Setup..................................................................................................................35 Tagging Transactions........................................................................................................... 36 Splitting a Transaction......................................................................................................... 38 SimpleView Dashboard ..............................................................................................40 Spending by Category ................................................................................................41 Budget ..........................................................................................................................43 Adding Budgets.................................................................................................................... 44 Managing Budgets............................................................................................................... 45 Add a Budget Alert............................................................................................................... 47 Cashflow Overview .....................................................................................................48 Add a Bill or Income ............................................................................................................ 49