South Louisianna Bank Personal Online 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 New User Enrollment....................................................................................................9 Logging In.....................................................................................................................10 Logging Off............................................................................................................................ 10 Resetting a Forgotten Password................................................................................11 Retrieve a Forgotten Username. ...............................................................................12 Accounts 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 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

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