South Louisianna Bank Personal Online Banking User Guide

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Getting Started	8
Digital Banking System Requirements	8
Browser (Desktop & Mobile)	8
Mobile Device (App)	8
Mobile Remote Deposit Capture	8
New User Enrollment	9
Logging In	10
Logging Off	10
Resetting a Forgotten Password	11
Retrieve a Forgotten Username	12
Accounts	13
Dashboard Overview	13
Account Details Overview	14
Transaction Details	16
Adding a New Account	18
Adding an Account to Money Manager	19
Organize Dashboard	20
Reorder Accounts	20
Rename Accounts	21
Hide/Unhide Accounts	22
Hide/Unhide Dashboard Tiles	23
App Appearance	24
Quick Pay	25
Selecting Favorite Payees	25
Person to Person	26
Bill Pay	28
Monthly Activity	30
Money Manager	31
Initial Setup	31
Tagging Transactions	32
Splitting a Transaction	34
Money Manager Dashboard	36
Spending by Category	37
Budget	39
Adding Budgets	40
Managing Budgets	41
Add a Budget Alert	43
Cashflow Overview	44
Add a Bill or Income	45
Net Worth	46
Add an Unlinked Asset or Debt	47
Goals	48
Adding Goals	49
Save for Goals	49
Pay Off Goals	50
Add a Goal Alert	51
Managing Goals	52
Security	53
Protecting Your Information	53
General Guidelines	53
Login ID and Password	53
Fraud Prevention	53
Login Settings	54
Change Username	54
Change Password	55
Change Security Questions	56
Recent Logins	57
Mobile Security Preferences	58
Enabling Biometric Sign-In	58
Enabling PIN Login	59
Auto-Login	60
Alerts	61
Alerts Overview	61
Custom Alerts	62
Bill Pay Alerts	63
Security Alerts	64
Money Manager Alerts	65
Turning Alerts On and Off	66
Editing or Deleting Alerts	67
Previous Alerts	68
Move Money	69
Move Money Overview	69
Bill Pay Enrollment	70
Adding a Payee	72
Person to Person Payee	72
Bill Pay Payee - Company	74
Bill Pay Payee - Individual	76
Favoriting a Payee	79
Editing a Payee	80
Deleting a Payee	81
New Transaction	82
Transferring Money Between Your Accounts	82
Making a Loan Payment	84
Transferring Money to Another Person (P2P)	86
Making a Bill Pay Payment	88
Editing Transfers/Payments	90
Skip Transfers/Payments	91
Deleting Transfers/Payments	92
Deposit Checks	93
Remote Deposit	93
Manage Cards	94
Turn Card On or Off	94
Card Name	95
Card Alert	96
Change PIN	97
Report Lost or Stolen Card	98
Travel Notification	99
Enable Automatic On/Off	101
Reports	103
Creating a New Report	103
Account Activity Report	103
Running an Existing Report	104
Editing a Report	105
Deleting a Report	106
Services	107
Locations	107
Secure Message Overview	108
Sending a Secure Message	109
Submit a Form	110
Documents	111
Document Enrollment	111
Viewing Documents	112
Stop Payment	113
Single Check	113
Multiple Checks	115
ACH	117
Settings	119
Contact Settings	119
Adding a New Phone	119
Editing a Phone	120
Deleting a Phone	121
Editing an Email Address	122

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