Morgantown Bank & Trust Digital Banking User Guide

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Table of Contents Getting Started

New User Enrollment ...................................................................................................8 Logging In.......................................................................................................................9 Multi-Factor Authentication.......................................................................................11 Logging Off ........................................................................................................................... 12 Duo Mobile ........................................................................................................................... 13 Resetting a Forgotten Password ...............................................................................15 Retrieve a Forgotten Username................................................................................16 Password Security Check ...........................................................................................17 Accounts Dashboard Overview..................................................................................................18 Account Details Overview ..........................................................................................20 Transaction Details .....................................................................................................22 Adding a New Account ...............................................................................................24 Adding an Account to My Money....................................................................................... 25 Adding an External Account ............................................................................................... 26 Verifying an External Account ............................................................................................ 28 Removing an External Account .......................................................................................... 29 Opening a New Account...................................................................................................... 30 Editing Favorite Accounts...........................................................................................32 Organize Dashboard ..................................................................................................33 Reorder Accounts ................................................................................................................ 33 Rename Accounts ................................................................................................................ 34 Hide/Unhide Accounts ........................................................................................................ 35 Hide/Unhide Dashboard Tiles ............................................................................................ 36 App Appearance................................................................................................................... 37 Favorite Payees ...........................................................................................................38 Selecting Favorite Payees.................................................................................................... 38 Money Manager Initial Setup..................................................................................................................39 Tagging Transactions........................................................................................................... 40 Splitting a Transaction......................................................................................................... 42 My Money Dashboard................................................................................................44 Spending by Category ................................................................................................45 Budget ..........................................................................................................................47 Adding Budgets.................................................................................................................... 48 Managing Budgets............................................................................................................... 49 Add a Budget Alert............................................................................................................... 51