The Callaway Bank Digital Banking 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 Insights............................................................................... 19 Adding an External Account................................................................................................ 20 Removing an External Account........................................................................................... 22 Organize Dashboard...................................................................................................23 Reorder Accounts................................................................................................................. 23 Rename Accounts................................................................................................................. 24 Hide/Unhide Accounts......................................................................................................... 25 App Appearance................................................................................................................... 26 Quick Pay......................................................................................................................27 Selecting Favorite Payees.................................................................................................... 27 Person to Person.................................................................................................................. 28 Bill Pay................................................................................................................................... 30 External Account.................................................................................................................. 32 Monthly Activity...........................................................................................................34 Money Insights Initial Setup..................................................................................................................35 Tagging Transactions........................................................................................................... 36 Splitting a Transaction......................................................................................................... 38 Money Insights Dashboard........................................................................................40 Spending by Category.................................................................................................41 Budget. .........................................................................................................................43 Adding Budgets.................................................................................................................... 44 Managing Budgets............................................................................................................... 45 Add a Budget Alert............................................................................................................... 47