North Alabama Bank

4

Table of Contents Getting Started

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 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 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