North Alabama Bank

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Getting Started	8
Digital Banking System Requirements	8
Browser (Desktop & Mobile)	8
Mobile Device (App)	8
Mobile Remote Deposit Capture	8
Logging In	9
Logging Off	9
Resetting a Forgotten Password	10
Retrieve a Forgotten Username	11
Accounts	12
Dashboard Overview	12
Account Details Overview	13
Transaction Details	15
Adding an Account to NAB Money Manager	17
Organize Dashboard	19
Reorder Accounts	19
Rename Accounts	20
Hide/Unhide Accounts	21
Hide/Unhide Dashboard Tiles	22
App Appearance	23
Quick Pay	24
Selecting Favorite Payees	24
Person to Person	25
Bill Pay	27
Monthly Activity	29
NAB Money Manager	30
Initial Setup	30
Tagging Transactions	31
Splitting a Transaction	33
NAB Money Manager Dashboard	35
Spending by Category	36
Budget	38
Adding Budgets	39
Managing Budgets	40
Add a Budget Alert	42
Cashflow Overview	43
Add a Bill or Income	44
Net Worth	45
Add an Unlinked Asset or Debt	46
Goals	47
Adding Goals	48
Save for Goals	48
Pay Off Goals	49
Add a Goal Alert	50
Managing Goals	51
Security	52
Protecting Your Information	52
General Guidelines	52
Login ID and Password	52
Fraud Prevention	52
Login Settings	53
Change Username	53
Change Password	54
Change Security Questions	55
Recent Logins	56
Mobile Security Preferences	57
Enabling Biometric Sign-In	57
Alerts	58
Alerts Overview	58
Custom Alerts	59
Bill Pay Alerts	60
Security Alerts	61
NAB Money Manager Alerts	62
Turning Alerts On and Off	63
Editing or Deleting Alerts	64
Previous Alerts	65
Move Money	66
Move Money Overview	66
Bill Pay Enrollment	67
Adding a Payee	69
Person to Person Payee	69
Bill Pay Payee - Company	71
Bill Pay Payee - Individual	73
Favoriting a Payee	76
Editing a Payee	77
Deleting a Payee	78
New Transaction	79
Transferring Money Between Your Accounts	79
Making a Loan Payment	81
Transferring Money to Another Person (P2P)	83
Making a Bill Pay Payment	86
Editing Transfers/Payments	89
Skip Transfers/Payments	90
Deleting Transfers/Payments	91
Deposit Checks	92
Remote Deposit	92
Manage Cards	93
Turn Card On or Off	93
Card Name	94
Card Alert	95
Temporary Spending Limit Increase	96
Report Lost or Stolen Card	97
Travel Notification	98
Enable Automatic On/Off	100
Reports	102
Creating a New Report	102
Account Activity Report	102
Sub-User Account Access Report	103
Running an Existing Report	104
Editing a Report	105
Deleting a Report	106
Services	107
Locations	107
Secure Message Overview	108
Sending a Secure Message	109
Submit a Form	110
Documents	111
Document Enrollment	111
Viewing Documents	112
Settings	113
Contact Settings	113
Adding a New Phone	113
Editing a Phone	114
Deleting a Phone	115
Editing an Email Address	116
Sub-Users	117
Sub-Users Overview	117
Sub-User Overview	118
Adding a New Sub-User	119
Editing a Sub-User	121
Part 1: Editing Sub-User Access	122
Part 2: Editing Sub-User Limits	123
Deleting a Sub-User	124

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