Moody Bank Personal Online Banking User Guide

First page Table of contents Next page Last page

Getting Started	7
New User Enrollment	7
Logging In	8
Logging Off	8
Resetting a Forgotten Password	9
Dashboard	10
Dashboard Overview	10
Organize Dashboard	12
Accounts Overview	13
Account Details	14
Account Settings	16
Download Transactions	17
Transaction Details	18
Security	19
Protecting Your Information	19
General Guidelines	19
Login ID and Password	19
Fraud Prevention	19
Security Preferences	20
Change Username	20
Change Password	21
Two-Factor Authentication	22
Mobile Security Preferences	24
Enabling Biometric Sign-In	24
Changing Passcode Authentication	26
Enabling Face ID	27
Alerts	28
Alerts Overview	28
Balance Alerts	28
Transaction Alerts	29
Editing or Deleting Alerts	30
User Alerts	31
Mobile Notifications	32
Transactions	33
Transfers	33
Making a Transfer	34
Making a Loan Transfer	35
Editing Transfers	36
Deleting Transfers	37
Bill Pay	38
Manage Payments Overview	38
Hiding or Unhiding Payees from Payment Screen	40
Hide a Payee	40
Unhide a Payee	40
Creating a Payee Overview	41
Creating a Payee: Company	42
For a Known Payee	43
For an Unknown Payee	44
Creating a Payee: Person	45
Part 1 of 3: Choosing Payee and Payment Method	45
Part 2 of 3: Adding Payee Information	46
Part 3 of 3: Keyword (Email/Text Only) and One-Time Activation Code	47
Editing a Payee	48
Deleting a Payee	49
Scheduling Payments	50
Rush Delivery	51
Recurring Payments	53
Editing Payments	55
Skipping Payments	57
Deleting Payments	58
Setting Up eBills	59
Adding an Account	60
Editing an Account	61
Deleting an Account	62
Editing Alerts	63
Categories	64
Editing a Category	65
Deleting a Category	66
GiftPay Overview	67
Creating a Recipient: Gift Check	68
Creating a Recipient: Donation	70
Sending a Gift	72
Sending a Donation	74
Editing a Gift or Donation Recipient	76
Deleting a Gift or Donation Recipient	77
Editing a Pending Gift or Donation	79
Deleting a Pending Gift or Donation	81
Financial Snapshot	83
Initial Setup	83
Tagging Transactions	85
Splitting a Transaction	87
Financial Snapshot Dashboard	89
Spending by Category	90
Budget	92
Adding Budgets	93
Managing Budgets	94
Add a Budget Alert	96
Cashflow Overview	97
Add a Bill or Income	98
Net Worth	99
Add an Unlinked Asset or Debt	100
Goals	101
Adding Goals	102
Save for Goals	102
Pay Off Goals	103
Add a Goal Alert	104
Managing Goals	105
Services	106
Stop Payment Request	106
Single Check	106
Multiple Checks	108
Documents	110
Documents Enrollment	110
Viewing eStatements/Notices	112
Changing Enrolled Accounts	113
Adding Additional Recipients	114
Email Settings	115
Deposit Checks	116
Enrollment	116
Depositing a Check	117
Conversation Overview	119
Starting a Conversation	120
Settings	121
Profile	121

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