The Callaway Bank Digital Banking Guide

5

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 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 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

Made with FlippingBook Annual report maker