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 Editing Favorite Accounts...........................................................................................27 My Credit Manager .....................................................................................................28 Registration .......................................................................................................................... 28 Overview .............................................................................................................................. 30 Organize Dashboard ..................................................................................................31 Reorder Accounts ................................................................................................................ 31 Rename Accounts ................................................................................................................ 32 Hide/Unhide Accounts ........................................................................................................ 33 Hide/Unhide Dashboard Tiles ............................................................................................ 34 App Appearance................................................................................................................... 35 Favorite Payees ...........................................................................................................36 Selecting Favorite Payees.................................................................................................... 36 TotalView Initial Setup..................................................................................................................37 Tagging Transactions........................................................................................................... 38 Splitting a Transaction......................................................................................................... 40 TotalView Dashboard .................................................................................................42 Spending by Category ................................................................................................43 Budget ..........................................................................................................................45 Adding Budgets.................................................................................................................... 46 Managing Budgets............................................................................................................... 47 Add a Budget Alert............................................................................................................... 49 Cashflow Overview .....................................................................................................50 Add a Bill or Income ............................................................................................................ 51