Morgantown Bank & Trust Digital Banking User Guide

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Table of Contents Getting Started

Digital Banking System Requirements......................................................................10 Browser (Desktop & Mobile)............................................................................................... 10 Mobile Device (App)............................................................................................................. 10 Mobile Remote Deposit Capture........................................................................................ 10 New User Enrollment..................................................................................................11 Logging In.....................................................................................................................12 Logging Off............................................................................................................................ 12 Resetting a Forgotten Password................................................................................13 Retrieve a Forgotten Username................................................................................14 Accounts Dashboard Overview..................................................................................................15 Account Details Overview...........................................................................................16 Transaction Details......................................................................................................17 Adding a New Account................................................................................................19 Adding an Account to My Money....................................................................................... 20 Adding an External Account................................................................................................ 21 Removing an External Account........................................................................................... 23 Opening a New Account...................................................................................................... 24 Organize Dashboard...................................................................................................26 Reorder Accounts................................................................................................................. 26 Rename Accounts................................................................................................................. 27 Hide/Unhide Accounts......................................................................................................... 28 Hide/Unhide Dashboard Tiles............................................................................................. 29 App Appearance................................................................................................................... 30 Quick Pay......................................................................................................................31 Selecting Favorite Payees.................................................................................................... 31 Person to Person.................................................................................................................. 32 Bill Pay................................................................................................................................... 34 External Account.................................................................................................................. 36 Monthly Activity...........................................................................................................38 My Money Initial Setup..................................................................................................................39 Tagging Transactions........................................................................................................... 40 Splitting a Transaction......................................................................................................... 42 My Money Dashboard................................................................................................44 Spending by Category.................................................................................................45