ValueBank Texas Digital Banking Personal User Guide

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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 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 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