Kish Digital Banking User Guide

First page Table of contents Next page Last page

Getting Started	8
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
Logging Off	10
Multi-Factor Authentication	11
Logging Off	12
DUO Mobile	13
Using Multi-Factor Authentication	15
Resetting a Forgotten Password	16
Accounts	17
Dashboard Overview	17
Account Details Overview	18
Transaction Details	20
Adding a New Account	22
Adding an Account to TotalView	23
Adding an External Account	24
Removing an External Account	26
Organize Dashboard	27
Reorder Accounts	27
Rename Accounts	28
Hide/Unhide Accounts	29
Hide/Unhide Dashboard Tiles	30
App Appearance	31
Quick Pay	32
Selecting Favorite Payees	32
Person to Person	33
Bill Pay	35
External Account	37
Monthly Activity	39
TotalView	40
Initial Setup	40
Tagging Transactions	41
Splitting a Transaction	43
TotalView Dashboard	45
Spending by Category	46
Budget	48
Adding Budgets	49
Managing Budgets	50
Add a Budget Alert	52
Cashflow Overview	53
Add a Bill or 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 PIN Login	68
Auto-Login	69
Alerts	70
Alerts Overview	70
Custom Alerts	71
Bill Pay Alerts	72
Security Alerts	73
TotalView Alerts	74
Turning Alerts On and Off	75
Editing or Deleting Alerts	76
Previous Alerts	77
Move Money	78
Move Money Overview	78
Bill Pay Enrollment	79
Adding a Payee	81
Person to Person Payee	81
Bill Pay Payee - Company	83
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)	96
Making a Bill Pay Payment	98
Editing Transfers/Payments	100
Skip Transfers/Payments	101
Deleting Transfers/Payments	102
Deposit Checks	103
Remote Deposit	103
Manage Cards	104
Turn Card On or Off	104
Card Name	105
Card Alert	106
Temporary Spending Limit Increase	107
Change PIN	108
Report Lost or Stolen Card	109
Travel Notification	110
Enable Automatic On/Off	112
Reports	114
Creating a New Report	114
Account Activity Report	114
Running an Existing Report	115
Editing a Report	116
Deleting a Report	117
Services	118
Locations	118
Secure Message Overview	119
Sending a Secure Message	120
Submit a Form	121
Documents	122
Enrollment	122
Viewing Documents	123
Chat	124
Stop Payment	125
Single Check	125
Multiple Checks	127
ACH	129
Settings	131
Contact Settings	131
Adding a New Phone	131
Editing a Phone	132
Deleting a Phone	133
Editing an Email Address	134

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