Kitsap Bank Online Banking User Guide
First page
Table of contents
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Last page
Getting Started
8
Protecting Your Information
8
General Guidelines
8
Login ID and Password
8
Fraud Prevention
8
New User Enrollment
9
Logging Off
11
Resetting A Forgotten Password
12
Dashboard
14
Dashboard Overview
14
Search
15
Pagination
15
Manual Accounts
16
Adding a Manual Account
16
Editing a Manual Account
18
Deleting a Manual Account
19
Account Details Overview
20
Quick Transfer
22
Account Nickname
23
Details & Settings
24
Account Grouping
25
Editing a Group Name
26
Deleting a Group
26
Security
27
Security Preferences
27
Change Password
27
Change Login ID
28
Secure Delivery
29
Mobile Security Preferences
30
Enabling Touch ID or Fingerprint Login
30
Enabling Passcode Authentication
32
Disabling Passcode Authentication, Touch ID or Fingerprint Login
33
Enabling Face ID
34
Alerts Overview
35
Account Alerts
36
History Alerts
37
Online Transaction Alerts
38
Reminders
39
Security Alerts Overview
40
Editing Delivery Preferences
40
Enabling and Disabling Push Notifications
41
Secure Message Overview
42
Sending a Secure Message
43
Transaction Types
44
Moving Money Overview
44
Transactions
45
Transfer Funds
45
Activity Center Overview
47
Using Filters
48
Creating or Deleting Custom Views Using Favorites
49
Editing Transactions
50
Canceling Transactions
51
Bill Payment
52
Payments Overview
52
Hiding or Unhiding Payees from Payment Screen
54
Hide a Payee
54
Unhide a Payee
54
Creating a Payee Overview
55
Creating a Payee: Company
56
For a Known Payee
57
For an Unknown Payee
58
Creating a Payee: Person
59
Part 1 of 3: Choosing Payee and Payment Method
59
Part 2 of 3: Adding Payee Information
60
Part 3 of 3: Keyword (Email/Text Only) and One-Time Activation Code
61
Editing a Payee
62
Deleting a Payee
63
Scheduling Payments
64
Rush Delivery
65
Recurring Payments
67
Editing Payments
69
Skipping Payments
71
Canceling Payments
72
Setting Up eBills
73
Adding a Pay From Account
74
Editing a Pay From Account
75
Deleting a Pay From Account
76
Editing Alerts
77
Categories
78
Editing a Category
79
Deleting a Category
80
GiftPay Overview
81
Creating a Recipient: Gift Check
82
Creating a Recipient: Donation
84
Sending a Gift
86
Sending a Donation
88
Editing a Gift or Donation Recipient
90
Deleting a Gift or Donation Recipient
91
Editing a Pending Gift or Donation
93
Deleting a Pending Gift or Donation
95
eDocuments
97
eDocument Preferences
97
PDF Verification
97
eStatements and eNotices
98
eDocuments
99
PDF Verification
99
eStatements
100
eNotices
101
Tax Documents
102
Financial Tools
103
Initial Setup
103
Linking an Account
103
Unlinking an Account
104
Categorizing Transactions
105
Splitting a Transaction
106
Online Banking Home Page
107
Spending Overview
108
Spending: Recategorizing a Transaction
109
Budgets Overview
111
Auto-generated Budgets
112
Budgets From Scratch
112
Editing or Deleting a Budget
113
Managing Budgets
114
Trends Overview
115
Cash Flow Overview
116
Adding a Suggested Cash Event
117
Creating Your Own Cash Event
118
Editing, Deleting or Skipping a Cash Event
120
Net Worth Overview
121
Debts Overview
122
Services
123
Credit Score & Report
123
Stop Payment Request
124
Reordering Checks
125
Enroll in Mobile Deposit
126
Mobile Deposits
127
CardSwap
128
Getting Started
128
Overview
130
ClickSwitch
131
Direct Deposits
131
Manual Switch
131
Switch Assist
133
Recurring Payments
136
Manual Switch
136
Switch Assist
137
Existing Switches
139
Settings
140
Account Preferences
140
Text Enrollment
141
Address Change Request
143
Themes
144
Accessibility
145
Locations
146
Branches and ATMs
146
Apple Watch
147
Apple Watch
147
Apple Watch Setup
147
Viewing Account Balance
147
Viewing Transactions
148
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