ValueBank Texas Digital Banking Personal User Guide

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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	19
Transaction Details	21
Adding a New Account	23
Adding an Account to Money Manager	24
Adding an External Account	25
Bank Approval	26
Transaction Challenge	27
Verifying an External Account	28
Removing an External Account	29
Editing Favorite Accounts	30
Organize Dashboard	31
Reorder Accounts	31
Rename Accounts	32
Hide/Unhide Accounts	33
Hide/Unhide Dashboard Tiles	34
App Appearance	35
Money Manager	37
Initial Setup	37
Tagging Transactions	38
Splitting a Transaction	40
Money Manager Dashboard	42
Spending by Category	43
Budget	45
Adding Budgets	46
Managing Budgets	47
Add a Budget Alert	49
Cashflow Overview	50
Add a Bill or Income	51
Net Worth	52
Add an Unlinked Asset or Debt	53
Goals	54
Adding Goals	55
Save for Goals	55
Pay Off Goals	56
Add a Goal Alert	57
Managing Goals	58
Security	59
Protecting Your Information	59
General Guidelines	59
Login ID and Password	59
Fraud Prevention	59
Login Settings	60
Change Username	60
Change Password	61
Change Security Questions	62
Recent Logins	63
Mobile Security Preferences	64
Enabling Biometric Sign-In	64
Enabling FaceID	65
Enabling PIN Login	66
Auto-Login	67
Alerts	68
Alerts Overview	68
Custom Alerts	69
Bill Pay Alerts	70
Security Alerts	71
Money Manager Alerts	72
Turning Alerts On and Off	73
Editing or Deleting Alerts	74
Previous Alerts	75
Move Money	76
Move Money Overview	76
Bill Pay Enrollment	77
Adding a Payee	79
Person to Person Payee	79
Bill Pay Payee - Company	81
Bill Pay Payee - Individual	83
Favoriting a Payee	86
Editing a Payee	87
Deleting a Payee	88
New Transaction	89
Transferring Money Between Your Accounts	89
Making a Loan Payment	91
Transferring Money to Another Person (P2P)	93
Making a Bill Pay Payment	95
Editing Transfers/Payments	97
Skip Transfers/Payments	98
Deleting Transfers/Payments	99
Deposit Checks	100
Remote Deposit	100
Manage Cards	101
Turn Card On or Off	101
Card Name	102
Card Alert	103
Temporary Spending Limit Increase	104
Change PIN	105
Report Lost or Stolen Card	106
Travel Notification	107
Enable Automatic On/Off	109
Reports	111
Creating a New Report	111
Account Activity Report	111
Sub-User Account Access Report	112
Running an Existing Report	113
Editing a Report	114
Deleting a Report	115
Services	116
Locations	116
Secure Message Overview	117
Sending a Secure Message	118
Submit a Form	119
Documents	120
Document Enrollment	120
Viewing Documents	121
Stop Payment	122
Single Check	122
Multiple Checks	124
ACH	126
Settings	129
Contact Settings	129
Adding a New Phone	129
Editing a Phone	130
Deleting a Phone	131
Editing an Email Address	132
Sub-Users	133
Sub-Users Overview	133
Sub-User Overview	134
Adding a New Sub-User	135
Editing a Sub-User	137
Part 1: Editing Sub-User Access	138
Part 2: Editing Sub-User Limits	139
Deleting a Sub-User	140

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