The Callaway Bank Digital Banking Guide

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Getting Started	3
Digital Banking System Requirements	9
Desktop Computers	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
Accounts	18
Dashboard Overview	18
Account Details Overview	20
Transaction Details	22
Adding a New Account	24
Adding an Account to Money Insights	25
Adding an External Account	26
Verifying an External Account	28
Removing an External Account	29
Opening a New Account	30
Editing Favorite Accounts	32
Organize Dashboard	33
Reorder Accounts	33
Rename Accounts	34
Hide/Unhide Accounts	35
Hide/Unhide Dashboard Tiles	36
App Appearance	37
Favorite Payees	38
Selecting Favorite Payees	38
My Credit Manager	39
Registration	39
Overview	41
Money Insights	42
Initial Setup	42
Tagging Transactions	43
Splitting a Transaction	45
Money Insights Dashboard	47
Spending by Category	48
Budget	50
Adding Budgets	51
Managing Budgets	52
Add a Budget Alert	54
Cashflow Overview	55
Add a Bill or Income	56
Net Worth	57
Add an Unlinked Asset or Debt	58
Goals	59
Adding Goals	60
Save for Goals	60
Pay Off Goals	61
Add a Goal Alert	62
Managing Goals	63
Security	64
Protecting Your Information	64
General Guidelines	64
Login ID and Password	64
Fraud Prevention	64
Login Settings	65
Change Username	65
Change Password	66
Change Security Questions	67
Recent Logins	68
Mobile Security Preferences	69
Enabling Biometric Sign-In	69
Enabling PIN Login	70
Auto-Login	71
Alerts	72
Alerts Overview	72
Custom Alerts	73
Bill Pay Alerts	74
Security Alerts	75
Money Insights Alerts	76
Turning Alerts On and Off	77
Editing or Deleting Alerts	78
Previous Alerts	79
Move Money	80
Move Money Overview	80
Bill Pay Enrollment	82
Adding a Payee	84
Person to Person Payee	84
Bill Pay Payee - Company	86
Bill Pay Payee - Individual	88
Favoriting a Payee	91
Editing a Payee or External Account	92
Deleting a Payee or External Account	93
New Transaction	94
Transferring Money Between Your Accounts	94
Making a Loan Payment	96
Transferring Money to Another Person (P2P)	98
Making a Bill Pay Payment - Company - Standard Delivery	100
Making a Bill Pay Payment - Company - Rush Delivery	102
Making a Bill Pay Payment - Individual	104
Editing Transfers/Payments	106
Deleting Transfers/Payments	107
Deposit Checks	108
Remote Deposit	108
Manage Cards	109
Turn Card On or Off	109
Card Name	110
Card Alert	111
Temporary Spending Limit Increase	112
Report Lost or Stolen Card	113
Travel Notification	114
Enable Automatic On/Off	116
Reports	118
Creating a New Report	118
Account Activity Report	118
Running an Existing Report	119
Editing a Report	120
Deleting a Report	121
Services	122
Locations	122
Secure Message Overview	123
Sending a Secure Message	124
Submit a Form	125
Documents	126
Document Enrollment	126
Viewing Documents	127
Chat	128
Stop Payment	129
Single Check	129
Multiple Checks	131
ACH	133
Settings	136
Contact Settings	136
Adding a New Phone	136
Editing a Phone	137
Deleting a Phone	138
Editing an Email Address	139
Autobooks	140
Overview	140
Send an Invoice	141
Send a Recurring Invoice	143
Edit Invoice Draft	145
Mark Invoice as Paid	146
Copy Invoice	148
Email Invoice	150
Cancel Invoice	151
Edit Recurring Schedule	152
Pause Recurring Schedule	154
Resume Recurring Schedule	155
Cancel Recurring Schedule	156
Export Invoices	157
New Estimate	158
Edit an Estimate	160
Email an Estimate	162
Create an Invoice from an Estimate	163
Cancel an Estimate	165
Export Estimates	166
Add a Customer	167
Import Customers	168
Export Customers	169
Edit a Customer	170
Archive a Customer	172
Invoice Balance Details	174
New Product/Service	175
Edit Product/Service	176
Delete Product/Service	178
Invoice Settings	179
Edit Invoice Reminders and Fees	180
Payment Form Settings	182
Share Your Payment Form Link	183
Email Your Payment Form Link	184
Payments	185
Refund a Payment	186
Cancel a Payment	187
Reports	188

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