InFirst Bank Personal Digital Banking Guide

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Stop Payment ..............................................................................................................46 Single Check ......................................................................................................................... 46 Multiple Checks ................................................................................................................... 49 ACH ....................................................................................................................................... 51 Adding a New Account ...............................................................................................54 Adding an Account to Money View .................................................................................... 55 Adding an External Account ............................................................................................... 56 Verifying an External Account ............................................................................................ 58 Removing an External Account .......................................................................................... 59 Opening a New Account...................................................................................................... 60 Editing Favorite Accounts...........................................................................................62 Favorite Payees ...........................................................................................................63 Selecting Favorite Payees.................................................................................................... 63 Money View Initial Setup..................................................................................................................64 Tagging Transactions........................................................................................................... 65 Splitting a Transaction......................................................................................................... 67 Money View Dashboard.............................................................................................69 Spending by Category ................................................................................................70 Budget ..........................................................................................................................72 Adding Budgets.................................................................................................................... 73 Managing Budgets............................................................................................................... 74 Add a Budget Alert............................................................................................................... 76 Cashflow Overview .....................................................................................................77 Add a Bill or Income ............................................................................................................ 78 Configure Accounts ............................................................................................................. 79 Bills and Income................................................................................................................... 80 Net Worth ....................................................................................................................81 Add an Unlinked Asset or Debt.......................................................................................... 82 Goals.............................................................................................................................83 Adding Goals ........................................................................................................................ 84 Save for Goals....................................................................................................................... 84 Pay Off Goals ........................................................................................................................ 85 Add a Goal Alert ................................................................................................................... 86 Managing Goals ................................................................................................................... 87 Move Money Move Money Overview...............................................................................................88 Bill Pay Enrollment......................................................................................................89 Adding a Payee............................................................................................................91 Person to Person Payee...................................................................................................... 91