Northview Bank Digital Banking Personal User Guide

4

Table of Contents Getting Started

New User Enrollment ...................................................................................................7 Logging In.......................................................................................................................8 Multi-Factor Authentication.......................................................................................10 Logging Off ........................................................................................................................... 11 Duo Mobile ........................................................................................................................... 12 Resetting a Forgotten Password ...............................................................................14 Accounts Dashboard Overview..................................................................................................15 Account Details Overview ..........................................................................................16 Transaction Details .....................................................................................................18 Adding a New Account ...............................................................................................20 Adding an Account to Financial View................................................................................. 21 Adding an External Account ............................................................................................... 22 Transaction Challenge......................................................................................................... 23 Verifying an External Account ............................................................................................ 24 Removing an External Account .......................................................................................... 25 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 Bill Pay ................................................................................................................................... 32 External Account .................................................................................................................. 34 Monthly Activity...........................................................................................................36 Financial View Initial Setup..................................................................................................................37 Tagging Transactions........................................................................................................... 38 Splitting a Transaction......................................................................................................... 40 Financial View Dashboard..........................................................................................42 Spending by Category ................................................................................................43 Budget ..........................................................................................................................45 Adding Budgets.................................................................................................................... 46 Managing Budgets............................................................................................................... 47 Add a Budget Alert............................................................................................................... 49