ValueBank Texas Digital Banking Personal User Guide
First page
Table of contents
Next page
Last page
Getting Started
3
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
Out-of-Band Authentication
12
Logging Off
13
Resetting a Forgotten Password
14
Retrieve a Forgotten Username
15
Password Security Check
16
Accounts
17
Dashboard Overview
17
Account Details Overview
18
Transaction Details
20
Adding a New Account
22
Adding an Account to SimpleView
23
Adding an External Account
24
Removing an External Account
26
Organize Dashboard
27
Reorder Accounts
27
Rename Accounts
28
Hide/Unhide Accounts
29
Hide/Unhide Dashboard Tiles
30
App Appearance
31
Quick Pay
32
Selecting Favorite Payees
32
Person to Person
33
Bill Pay
35
External Account
37
Monthly Activity
39
SimpleView
40
Initial Setup
40
Tagging Transactions
41
Splitting a Transaction
43
SimpleView Dashboard
45
Spending by Category
46
Budget
48
Adding Budgets
49
Managing Budgets
50
Add a Budget Alert
52
Cashflow Overview
53
Add a Bill or Income
54
Net Worth
55
Add an Unlinked Asset or Debt
56
Goals
57
Adding Goals
58
Save for Goals
58
Pay Off Goals
59
Add a Goal Alert
60
Managing Goals
61
Security
62
Protecting Your Information
62
General Guidelines
62
Login ID and Password
62
Fraud Prevention
62
Login Settings
63
Change Username
63
Change Password
64
Change Security Questions
65
Recent Logins
66
Mobile Security Preferences
67
Enabling Biometric Sign-In
67
Enabling FaceID
68
Enabling PIN Login
69
Auto-Login
70
Alerts
71
Alerts Overview
71
Custom Alerts
72
Bill Pay Alerts
73
Security Alerts
74
SimpleView Alerts
75
Turning Alerts On and Off
76
Editing or Deleting Alerts
77
Previous Alerts
78
Move Money
79
Move Money Overview
79
Bill Pay Enrollment
80
Adding a Payee
82
Person to Person Payee
82
Bill Pay Payee - Company
84
Bill Pay Payee - Individual
86
Favoriting a Payee
89
Editing a Payee
90
Deleting a Payee
91
New Transaction
92
Transferring Money Between Your Accounts
92
Making a Loan Payment
94
Transferring Money to Another Person (P2P)
96
Making a Bill Pay Payment
98
Editing Transfers/Payments
100
Skip Transfers/Payments
101
Deleting Transfers/Payments
102
Deposit Checks
103
Remote Deposit
103
Manage Cards
104
Turn Card On or Off
104
Card Name
105
Card Alert
106
Temporary Spending Limit Increase
107
Change PIN
108
Report Lost or Stolen Card
109
Travel Notification
110
Enable Automatic On/Off
112
Reports
114
Creating a New Report
114
Account Activity Report
114
Sub-User Account Access Report
115
Running an Existing Report
116
Editing a Report
117
Deleting a Report
118
Services
119
Locations
119
Secure Message Overview
120
Sending a Secure Message
121
Submit a Form
122
Documents
123
Document Enrollment
123
Viewing Documents
124
Stop Payment
125
Single Check
125
Multiple Checks
127
ACH
129
Settings
131
Contact Settings
131
Adding a New Phone
131
Editing a Phone
132
Deleting a Phone
133
Editing an Email Address
134
Sub-Users
135
Sub-Users Overview
135
Sub-User Overview
136
Adding a New Sub-User
137
Editing a Sub-User
139
Part 1: Editing Sub-User Access
140
Part 2: Editing Sub-User Limits
141
Deleting a Sub-User
142
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