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
Bill Pay Enrollment	79
Change or Add Accounts to Bill Pay	81
Add, Edit, and Delete Payees	82
Person to Person Payee	82
Bill Pay Payee - Company	84
Bill Pay Payee - Individual	86
Favoriting a Payee	89
Editing a Payee or External Account	90
Deleting a Payee or External Account	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 - Company - Standard Delivery	98
Making a Bill Pay Payment - Company - Rush Delivery	100
Making a Bill Pay Payment - Individual	102
Editing Transfers/Payments	104
Deleting Transfers/Payments	105
Deposit Checks	106
Remote Deposit	106
Manage Cards	107
Turn Card On or Off	107
Card Name	108
Card Alert	109
Temporary Spending Limit Increase	110
Change PIN	111
Report Lost or Stolen Card	112
Travel Notification	113
Enable Automatic On/Off	115
Google Pay/Apple Pay	117
Reports	118
Creating a New Report	118
Account Activity Report	118
Running an Existing Report	119
Editing a Report	120
Deleting a Report	121
Services	122
Locations	122
Secure Message Overview	123
Sending a Secure Message	124
Submit a Form	125
Documents	126
Enrollment	126
Viewing Documents	127
Tax Forms	128
Chat	129
Stop Payment	130
Single Check	130
Multiple Checks	132
ACH	134
Settings	137
Contact Settings	137
Adding a New Phone	137
Editing a Phone	138
Deleting a Phone	139
Editing an Email Address	140

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