ValueBank Texas Digital Banking Personal User 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 Out-of-Band Authentication ......................................................................................12 Logging Off ........................................................................................................................... 13 Resetting a Forgotten Password ...............................................................................14 Retrieve a Forgotten Username................................................................................15 Password Security Check ...........................................................................................16 Accounts 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 Initial Setup..................................................................................................................36 Tagging Transactions........................................................................................................... 37 Splitting a Transaction......................................................................................................... 39 Money Manager Dashboard......................................................................................41 Spending by Category ................................................................................................42