| Getting Started | 9 |
| Digital Banking System Requirements | 9 |
| Browser (Desktop & Mobile) | 9 |
| Mobile Device (App) | 9 |
| Mobile Remote Deposit Capture | 9 |
| New User Enrollment | 10 |
| Logging In | 11 |
| Multi-Factor Authentication | 13 |
| Logging Off | 14 |
| Duo Mobile | 15 |
| Resetting a Forgotten Password | 17 |
| Accounts | 18 |
| Dashboard Overview | 18 |
| Account Details Overview | 19 |
| Transaction Details | 21 |
| Accounts | 23 |
| Organize Dashboard | 23 |
| Language Preference | 23 |
| Reorder Accounts | 24 |
| Rename Accounts | 25 |
| Hide/Unhide Accounts | 26 |
| Hide/Unhide Dashboard Tiles | 27 |
| App Appearance | 28 |
| Quick Pay | 29 |
| Selecting Favorite Payees | 29 |
| Person to Person | 30 |
| Bill Pay | 32 |
| External Account | 34 |
| Monthly Activity | 36 |
| FinancialVue | 37 |
| Initial Setup | 37 |
| Adding an Account to FinancialVue | 38 |
| Tagging Transactions | 40 |
| Splitting a Transaction | 42 |
| FinancialVue Dashboard | 44 |
| Spending by Category | 45 |
| Budget | 47 |
| Adding Budgets | 48 |
| Managing Budgets | 49 |
| Add a Budget Alert | 51 |
| Cashflow Overview | 52 |
| Add a Bill or Income | 53 |
| Net Worth | 54 |
| Add an Unlinked Asset or Debt | 55 |
| Goals | 56 |
| Adding Goals | 57 |
| Save for Goals | 57 |
| Pay Off Goals | 58 |
| Add a Goal Alert | 59 |
| Managing Goals | 60 |
| Security | 61 |
| Protecting Your Information | 61 |
| General Guidelines | 61 |
| Login ID and Password | 61 |
| Fraud Prevention | 61 |
| Login Settings | 62 |
| Change Username | 62 |
| Change Password | 63 |
| Change Security Questions | 64 |
| Recent Logins | 65 |
| Mobile Security Preferences | 66 |
| Enabling Biometric Sign-In | 66 |
| Enabling FaceID | 67 |
| Enabling PIN Login | 68 |
| Auto-Login | 69 |
| Alerts | 70 |
| Alerts Overview | 70 |
| Custom Alerts | 71 |
| Bill Pay Alerts | 72 |
| Security Alerts | 73 |
| FinancialVue Alerts | 74 |
| Turning Alerts On and Off | 75 |
| Editing or Deleting Alerts | 76 |
| Previous Alerts | 77 |
| Move Money | 78 |
| Move Money Overview | 78 |
| Bill Pay Enrollment | 79 |
| Move Money | 81 |
| Enroll Additional Accounts in Bill Pay | 81 |
| Adding a Payee | 82 |
| Person to Person Payee | 82 |
| Bill Pay Payee - Company | 84 |
| Bill Pay Payee - Individual | 86 |
| Favoriting a Payee | 89 |
| Editing a Payee | 90 |
| Deleting a Payee | 91 |
| New Transaction | 92 |
| Transferring Money Between Your Accounts | 92 |
| Making a Loan Payment | 94 |
| Transferring Money to Another Person (P2P) | 96 |
| Making a Bill Pay Payment | 98 |
| Editing Transfers/Payments | 100 |
| Skip Transfers/Payments | 101 |
| Deleting Transfers/Payments | 102 |
| Deposit Checks | 103 |
| Remote Deposit | 103 |
| Manage Cards | 104 |
| Turn Card On or Off | 104 |
| Card Name | 105 |
| Card Alert | 106 |
| Temporary Spending Limit Increase | 107 |
| Change PIN | 108 |
| Report Lost or Stolen Card | 109 |
| Travel Notification | 110 |
| Enable Automatic On/Off | 112 |
| Reports | 114 |
| Creating a New Report | 114 |
| Account Activity Report | 114 |
| Sub-User Account Access Report | 115 |
| Running an Existing Report | 116 |
| Editing a Report | 117 |
| Deleting a Report | 118 |
| Services | 119 |
| Locations | 119 |
| Secure Message Overview | 120 |
| Sending a Secure Message | 121 |
| Submit a Form | 122 |
| Documents | 123 |
| Document Enrollment | 123 |
| Viewing Documents | 125 |
| Chat | 126 |
| Stop Payment | 127 |
| Single Check | 127 |
| Multiple Checks | 129 |
| ACH | 131 |
| Settings | 133 |
| Contact Settings | 133 |
| Adding a New Phone | 133 |
| Editing a Phone | 134 |
| Deleting a Phone | 135 |
| Editing an Email Address | 136 |
| Sub-Users | 137 |
| Sub-Users Overview | 137 |
| Sub-User Overview | 138 |
| Adding a New Sub-User | 139 |
| Editing a Sub-User | 141 |
| Part 1: Editing Sub-User Access | 142 |
| Part 2: Editing Sub-User Limits | 143 |
| Deleting a Sub-User | 144 |
| Autobooks | 145 |
| Overview | 145 |
| Send an Invoice | 146 |
| Send a Recurring Invoice | 148 |
| Edit Invoice Draft | 150 |
| Mark Invoice as Paid | 151 |
| Copy Invoice | 153 |
| Email Invoice | 155 |
| Cancel Invoice | 156 |
| Edit Recurring Schedule | 157 |
| Pause Recurring Schedule | 159 |
| Resume Recurring Schedule | 160 |
| Cancel Recurring Schedule | 161 |
| Export Invoices | 162 |
| New Estimate | 163 |
| Edit an Estimate | 165 |
| Email an Estimate | 167 |
| Create an Invoice from an Estimate | 168 |
| Cancel an Estimate | 170 |
| Export Estimates | 171 |
| Add a Customer | 172 |
| Import Customers | 173 |
| Export Customers | 174 |
| Edit a Customer | 175 |
| Archive a Customer | 177 |
| Invoice Balance Details | 179 |
| New Product/Service | 180 |
| Edit Product/Service | 181 |
| Delete Product/Service | 183 |
| Invoice Settings | 184 |
| Edit Invoice Reminders and Fees | 185 |
| Payment Form Settings | 187 |
| Share Your Payment Form Link | 188 |
| Email Your Payment Form Link | 189 |
| Payments | 190 |
| Refund a Payment | 191 |
| Cancel a Payment | 192 |
| Reports | 193 |