Prism Bank Digital Banking User Guide

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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 Out-of-Band Authentication ......................................................................................11 Logging Off ........................................................................................................................... 12 DUO Mobile .......................................................................................................................... 13 Resetting a Forgotten Password ...............................................................................15 Accounts Dashboard Overview..................................................................................................16 Account Details Overview ..........................................................................................18 Transaction Details .....................................................................................................20 Adding a New Account ...............................................................................................22 Adding an Account to Money Manager............................................................................. 23 Adding an External Account ............................................................................................... 24 Removing an External Account .......................................................................................... 26 Opening a New Account...................................................................................................... 27 Editing Favorite Accounts...........................................................................................29 Organize Dashboard ..................................................................................................30 Reorder Accounts ................................................................................................................ 30 Rename Accounts ................................................................................................................ 31 Hide/Unhide Accounts ........................................................................................................ 32 Hide/Unhide Dashboard Tiles ............................................................................................ 33 App Appearance................................................................................................................... 34 Favorite Payees ...........................................................................................................35 Selecting Favorite Payees.................................................................................................... 35 Money Manager Initial Setup..................................................................................................................36 Tagging Transactions........................................................................................................... 37 Splitting a Transaction......................................................................................................... 39 Money Manager Dashboard......................................................................................41 Spending by Category ................................................................................................42 Budget ..........................................................................................................................44 Adding Budgets.................................................................................................................... 45 Managing Budgets............................................................................................................... 46 Add a Budget Alert............................................................................................................... 48