Kish Digital Banking User Guide

First page Table of contents Next page Last page

Getting Started	3
Digital Banking System Requirements	8
Browser (Desktop & Mobile)	8
Mobile Device (App)	8
Mobile Remote Deposit Capture	8
New User Enrollment	9
Logging In	10
Multi-Factor Authentication	12
Logging Off	13
Duo Mobile	14
Accounts	16
Dashboard Overview	16
Account Details Overview	18
Transaction Details	20
Adding a New Account	22
Adding an Account to TotalView	23
Adding an External Account	24
Verifying an External Account	26
Removing an External Account	27
Editing Favorite Accounts	28
Organize Dashboard	29
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
My Credit Manager	35
Registration	35
Overview	37
TotalView	38
Initial Setup	38
Tagging Transactions	39
Splitting a Transaction	41
TotalView Dashboard	43
Spending by Category	44
Budget	46
Adding Budgets	47
Managing Budgets	48
Add a Budget Alert	50
Cashflow Overview	51
Add a Bill or Income	52
Configure Accounts	53
Bills and Income	54
Net Worth	55
Add an Unlinked Asset or Debt	56
Goals	57
Adding Goals	58
Save for Goals	58
Pay Off Goals	59
Add a Goal Alert	60
Managing Goals	61
Security	62
Protecting Your Information	62
General Guidelines	62
Login ID and Password	62
Fraud Prevention	62
Login Settings	63
Change Username	63
Change Password	64
Change Security Questions	65
Recent Logins	66
Mobile Security Preferences	67
Enabling Biometric Sign-In	67
Enabling FaceID	68
Enabling PIN Login	69
Auto-Login	70
Alerts	71
Alerts Overview	71
Custom Alerts	72
Bill Pay Alerts	73
Security Alerts	74
TotalView Alerts	75
Turning Alerts On and Off	76
Editing or Deleting Alerts	77
Previous Alerts	78
Move Money	79
Move Money Overview	79
Bill Pay Enrollment	80
Adding a Payee	82
Person to Person Payee	82
Bill Pay Payee - Company	84
Bill Pay Payee - Individual	86
Favoriting a Payee	89
Editing a Payee	90
Deleting a Payee	91
New Transaction	92
Transferring Money Between Your Accounts	92
Making a Loan Payment	94
Transferring Money to Another Person (P2P)	97
Making a Bill Pay Payment	99
Editing Transfers/Payments	101
Skip Transfers/Payments	102
Deleting Transfers/Payments	103
Deposit Checks	104
Remote Deposit	104
Manage Cards	105
Turn Card On or Off	105
Card Name	106
Card Alert	107
Temporary Spending Limit Increase	108
Change PIN	109
Report Lost or Stolen Card	110
Travel Notification	111
Enable Automatic On/Off	113
Google Pay/Apple Pay	115
Reports	116
Creating a New Report	116
Account Activity Report	116
Running an Existing Report	117
Editing a Report	118
Deleting a Report	119
Services	120
Locations	120
Secure Message Overview	121
Sending a Secure Message	122
Submit a Form	123
Documents	124
Enrollment	124
Viewing Documents	125
Tax Forms	126
Chat	127
Stop Payment	128
Single Check	128
Multiple Checks	130
ACH	132
Settings	135
Contact Settings	135
Adding a New Phone	135
Editing a Phone	136
Deleting a Phone	137
Editing an Email Address	138

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