The Callaway Bank Digital Banking Guide
First page
Table of contents
Next page
Last page
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
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