InFirst Bank Personal Digital Banking Guide
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Accounts Dashboard Overview..................................................................................................41 Account Details Overview ..........................................................................................42 Transaction Details .....................................................................................................44 Stop Payment ..............................................................................................................46 Single Check ......................................................................................................................... 46 Mobile.................................................................................................................................... 46 Multiple Checks ................................................................................................................... 48 ACH ....................................................................................................................................... 50 Adding a New Account ...............................................................................................52 Adding an Account to Money View .................................................................................... 53 Adding an External Account ............................................................................................... 54 Removing an External Account .......................................................................................... 56 Quick Pay .....................................................................................................................57 Selecting Favorite Payees.................................................................................................... 57 Person to Person ................................................................................................................. 58 Bill Pay ................................................................................................................................... 60 External Account .................................................................................................................. 62 Monthly Activity...........................................................................................................64 Money View Initial Setup..................................................................................................................65 Tagging Transactions........................................................................................................... 66 Splitting a Transaction......................................................................................................... 68 Money View Dashboard.............................................................................................70 Spending by Category ................................................................................................71 Budget ..........................................................................................................................73 Adding Budgets.................................................................................................................... 74 Managing Budgets............................................................................................................... 75 Add a Budget Alert............................................................................................................... 77 Cashflow Overview .....................................................................................................78 Add a Bill or Income ............................................................................................................ 79 Net Worth ....................................................................................................................80 Add an Unlinked Asset or Debt.......................................................................................... 81 Goals.............................................................................................................................82 Adding Goals ........................................................................................................................ 83 Save for Goals....................................................................................................................... 83 Pay Off Goals ........................................................................................................................ 84 Add a Goal Alert ................................................................................................................... 85 Managing Goals ................................................................................................................... 86
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