INSBANK Retail Guide

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Spending by Category.................................................................................................47 Budget. .........................................................................................................................49 Adding Budgets. ................................................................................................................... 50 Managing Budgets. .............................................................................................................. 51 Add a Budget Alert............................................................................................................... 53 Cashflow Overview......................................................................................................54 Add a Bill or Income............................................................................................................. 55 Net Worth.....................................................................................................................56 Add an Unlinked Asset or Debt. ......................................................................................... 57 Goals.............................................................................................................................58 Adding Goals......................................................................................................................... 59 Save for Goals....................................................................................................................... 59 Pay Off Goals. ....................................................................................................................... 60 Add a Goal Alert.................................................................................................................... 61 Managing Goals.................................................................................................................... 62 Security Protecting Your Information......................................................................................63 General Guidelines............................................................................................................... 63 Login ID and Password........................................................................................................ 63 Fraud Prevention.................................................................................................................. 63 Login Settings...............................................................................................................64 Change Username................................................................................................................ 64 Change Password................................................................................................................. 65 Change Security Questions................................................................................................. 66 Recent Logins...............................................................................................................67 Mobile Security Preferences......................................................................................68 Enabling Biometric Sign-In.................................................................................................. 68 Enabling PIN Login. .....................................................................................................69 Auto-Login....................................................................................................................70 Alerts Alerts Overview............................................................................................................71 Custom Alerts. ...................................................................................................................... 72 Bill Pay Alerts. ....................................................................................................................... 73 Security Alerts....................................................................................................................... 74 INSights Alerts....................................................................................................................... 75 Turning Alerts On and Off................................................................................................... 76 Editing or Deleting Alerts............................................................................................77 Previous Alerts.............................................................................................................78

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