Getting Started | 3 |
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 |
Out-of-Band Authentication | 13 |
Logging Off | 14 |
DUO Mobile | 15 |
Resetting a Forgotten Password | 17 |
Retrieve a Forgotten Username | 18 |
Accounts | 19 |
Dashboard Overview | 19 |
Account Details Overview | 21 |
Transaction Details | 23 |
Adding a New Account | 25 |
Adding an Account to Money Insights | 26 |
Adding an External Account | 27 |
Verifying an External Account | 29 |
Removing an External Account | 30 |
Organize Dashboard | 31 |
Reorder Accounts | 31 |
Rename Accounts | 32 |
Hide/Unhide Accounts | 33 |
Hide/Unhide Dashboard Tiles | 34 |
App Appearance | 35 |
Quick Pay | 36 |
Selecting Favorite Payees | 36 |
Person to Person | 37 |
Bill Pay | 39 |
External Account | 41 |
Monthly Activity | 43 |
Money Insights | 44 |
Initial Setup | 44 |
Tagging Transactions | 45 |
Splitting a Transaction | 47 |
Money Insights Dashboard | 49 |
Spending by Category | 50 |
Budget | 52 |
Adding Budgets | 53 |
Managing Budgets | 54 |
Add a Budget Alert | 56 |
Cashflow Overview | 57 |
Add a Bill or Income | 58 |
Net Worth | 59 |
Add an Unlinked Asset or Debt | 60 |
Goals | 61 |
Adding Goals | 62 |
Save for Goals | 62 |
Pay Off Goals | 63 |
Add a Goal Alert | 64 |
Managing Goals | 65 |
Security | 66 |
Protecting Your Information | 66 |
General Guidelines | 66 |
Login ID and Password | 66 |
Fraud Prevention | 66 |
Login Settings | 67 |
Change Username | 67 |
Change Password | 68 |
Change Security Questions | 69 |
Recent Logins | 70 |
Mobile Security Preferences | 71 |
Enabling Biometric Sign-In | 71 |
Enabling PIN Login | 72 |
Auto-Login | 73 |
Alerts | 74 |
Alerts Overview | 74 |
Custom Alerts | 75 |
Bill Pay Alerts | 76 |
Security Alerts | 77 |
Money Insights Alerts | 78 |
Turning Alerts On and Off | 79 |
Editing or Deleting Alerts | 80 |
Previous Alerts | 81 |
Move Money | 82 |
Move Money Overview | 82 |
Bill Pay Enrollment | 83 |
Adding a Payee | 85 |
Person to Person Payee | 85 |
Bill Pay Payee - Company | 87 |
Bill Pay Payee - Individual | 89 |
Favoriting a Payee | 92 |
Editing a Payee | 93 |
Deleting a Payee | 94 |
New Transaction | 95 |
Transferring Money Between Your Accounts | 95 |
Making a Loan Payment | 97 |
Transferring Money to Another Person (P2P) | 99 |
Making a Bill Pay Payment | 101 |
Editing Transfers/Payments | 103 |
Skip Transfers/Payments | 104 |
Deleting Transfers/Payments | 105 |
Deposit Checks | 106 |
Remote Deposit | 106 |
Manage Cards | 107 |
Turn Card On or Off | 107 |
Card Name | 108 |
Card Alert | 109 |
Temporary Spending Limit Increase | 110 |
Change PIN | 111 |
Report Lost or Stolen Card | 112 |
Travel Notification | 113 |
Enable Automatic On/Off | 115 |
Reports | 117 |
Creating a New Report | 117 |
Account Activity Report | 117 |
Running an Existing Report | 118 |
Editing a Report | 119 |
Deleting a Report | 120 |
Services | 121 |
Locations | 121 |
Secure Message Overview | 122 |
Sending a Secure Message | 123 |
Submit a Form | 124 |
Documents | 125 |
Document Enrollment | 125 |
Viewing Documents | 126 |
Chat | 127 |
Stop Payment | 128 |
Single Check | 128 |
Multiple Checks | 130 |
ACH | 132 |
Settings | 134 |
Contact Settings | 134 |
Adding a New Phone | 134 |
Editing a Phone | 135 |
Deleting a Phone | 136 |
Editing an Email Address | 137 |
Autobooks | 138 |
Overview | 138 |
Send an Invoice | 139 |
Send a Recurring Invoice | 141 |
Edit Invoice Draft | 143 |
Mark Invoice as Paid | 144 |
Copy Invoice | 146 |
Email Invoice | 148 |
Cancel Invoice | 149 |
Edit Recurring Schedule | 150 |
Pause Recurring Schedule | 152 |
Resume Recurring Schedule | 153 |
Cancel Recurring Schedule | 154 |
Export Invoices | 155 |
New Estimate | 156 |
Edit an Estimate | 158 |
Email an Estimate | 160 |
Create an Invoice from an Estimate | 161 |
Cancel an Estimate | 163 |
Export Estimates | 164 |
Add a Customer | 165 |
Import Customers | 166 |
Export Customers | 167 |
Edit a Customer | 168 |
Archive a Customer | 170 |
Invoice Balance Details | 172 |
New Product/Service | 173 |
Edit Product/Service | 174 |
Delete Product/Service | 176 |
Invoice Settings | 177 |
Edit Invoice Reminders and Fees | 178 |
Payment Form Settings | 180 |
Share Your Payment Form Link | 181 |
Email Your Payment Form Link | 182 |
Payments | 183 |
Refund a Payment | 184 |
Cancel a Payment | 185 |
Reports | 186 |