Kish Digital Banking User Guide

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Table of Contents Getting Started

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 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 Initial Setup..................................................................................................................38 Tagging Transactions........................................................................................................... 39 Splitting a Transaction......................................................................................................... 41 TotalView Dashboard .................................................................................................43 Spending by Category ................................................................................................44