Triad Bank Digital Banking User Guide

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Table of Contents Getting Started

Business Online Banking Overview ............................................................................9 Sub-Users................................................................................................................................ 9 Companies .............................................................................................................................. 9 Logging In.....................................................................................................................10 Multi-Factor Authentication.......................................................................................12 Logging Off ........................................................................................................................... 13 Duo Mobile ........................................................................................................................... 14 Resetting a Forgotten Password ...............................................................................16 Retrieve a Forgotten Username................................................................................17 Transaction Type Overview .......................................................................................18 Accounts Dashboard Overview..................................................................................................19 Account Details Overview ..........................................................................................21 Transaction Details .....................................................................................................23 Adding a New Account ...............................................................................................24 Adding an Account to Triad PFM........................................................................................ 25 Adding an External Account ............................................................................................... 26 Removing an External Account .......................................................................................... 28 Editing Favorite Accounts...........................................................................................29 Organize Dashboard ..................................................................................................30 Reorder Accounts ................................................................................................................ 30 Rename Accounts ................................................................................................................ 31 Hide/Unhide Accounts ........................................................................................................ 32 Hide/Unhide Dashboard Tiles ............................................................................................ 33 App Appearance................................................................................................................... 34 Favorite Payees ...........................................................................................................35 Selecting Favorite Payees.................................................................................................... 35 Triad PFM Initial Setup..................................................................................................................36 Tagging Transactions........................................................................................................... 37 Splitting a Transaction......................................................................................................... 39 Triad PFM Dashboard.................................................................................................41 Spending by Category ................................................................................................42 Budget ..........................................................................................................................44 Adding Budgets.................................................................................................................... 45 Managing Budgets............................................................................................................... 46 Add a Budget Alert............................................................................................................... 48