Salem Co-operative Bank Your Guide to Our Personal Digital Banking Suite

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Table of Contents Getting Started

New User Enrollment ...................................................................................................8 Logging In.......................................................................................................................9 Multi-Factor Authentication.......................................................................................11 Logging Off ........................................................................................................................... 12 Duo Mobile ........................................................................................................................... 13 Accounts Dashboard Overview..................................................................................................15 Account Details Overview ..........................................................................................17 Transaction Details .....................................................................................................19 Adding an Account to TotalView ...............................................................................21 Adding an External Account ......................................................................................23 Verifying an External Account ............................................................................................ 25 Removing an External Account .......................................................................................... 26 Opening a New Account.............................................................................................27 Editing Favorite Accounts...........................................................................................30 My Credit Manager .....................................................................................................31 Registration .......................................................................................................................... 31 Overview .............................................................................................................................. 33 Organize Dashboard ..................................................................................................34 Reorder Accounts ................................................................................................................ 34 Rename Accounts ................................................................................................................ 35 Hide/Unhide Accounts ........................................................................................................ 36 Hide/Unhide Dashboard Tiles ............................................................................................ 37 App Appearance................................................................................................................... 38 Favorite Payees ...........................................................................................................39 Selecting Favorite Payees.................................................................................................... 39 TotalView Initial Setup..................................................................................................................40 Tagging Transactions........................................................................................................... 41 Splitting a Transaction......................................................................................................... 43 TotalView Dashboard .................................................................................................45 Spending by Category ................................................................................................46 Budget ..........................................................................................................................48 Adding Budgets.................................................................................................................... 49 Managing Budgets............................................................................................................... 50 Add a Budget Alert............................................................................................................... 52 Cashflow Overview .....................................................................................................53 Add a Bill or Income ............................................................................................................ 54