Kitsap Bank Cash Management User Guide

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Click the Dashboard tab. A. Click the “View All” or the “View all accounts” link to view additional options. B. You can create a new group by clicking the “Create group” link. 1. Enter a group name. 2. Place a checkmark next to the accounts you want to include. 3. Click the Create Group button when you are finished. C. Use the drop-down to change the order of your groups, edit or remove a group. D. You can filter and sort all of your accounts. E. Click the star next to an account to denote it as a priority account. F. Use the drop-down to access additional features: • View Activity: View recent account activity. • Quick Transfer: Make a quick transfer between your accounts. • Move to group: Use the “Move to” drop-down to move the account to a different group.

• Account Nickname: Create a nickname for your account. • Remove Priority: Remove the priority status from the account.

Settings: Home Page Preferences