Village Bank Online Banking User Guide
First page
Table of contents
Next page
Last page
Getting Started
7
New User Enrollment
7
Logging In
9
Logging Off
9
Resetting a Forgotten Password
10
Home Page
12
Home Page Overview
12
Account Summary Overview
14
Account Details Overview
15
Quick Transfer
17
Account Nickname
18
Details & Settings
19
Account Grouping
20
Editing a Group Name
21
Deleting a Group
21
Security
22
Protecting Your Information
22
General Guidelines
22
Login ID and Password
22
Fraud Prevention
22
Security Preferences
23
Update Password
23
Secure Delivery
24
Mobile Security Preferences
25
Enabling Touch ID or Fingerprint Login
25
Enabling Passcode Authentication
27
Enabling Face ID
28
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login
29
Apple® Watch
30
Apple® Watch Setup
30
Viewing Balances and Transactions
30
Alerts Overview
31
Account Alerts
32
History Alerts
33
Online Transaction Alerts
34
Reminders
35
Enabling and Disabling Push Notifications
36
Secure Message Overview
37
Sending a Secure Message
38
Transactions
39
Transfer Money
39
Adding a Personal External Account
41
Verifying a Personal External Account
42
Online Activity Overview
43
Using Filters
44
Creating or Deleting Custom Views Using Favorites
44
Editing Transactions
45
Canceling Transactions
46
Bill Pay
47
Overview
47
Creating a Payee
48
Known Company
48
Unknown Company
50
Person
52
Editing a Payee
54
Deleting a Payee
55
Editing Pending Payments
60
Cancel Pending Payments
61
Viewing Transaction Details
62
Single Transaction
62
Multiple Transactions
63
Creating a Reminder
65
Managing Reminders
67
Editing Reminders
68
Deleting Reminders
69
Editing Account Name
70
Deleting an Account
71
Send Money with Zelle® Setup
72
Initial Setup
72
Adding a Recipient
73
Send Money with Zelle®
74
Request Money with Zelle®
76
Split Payment with Zelle®
77
Zelle® Settings
78
Financial Tools
79
Initial Setup
79
Linking an Account
79
Unlinking an Account
80
Categorizing Transactions
81
Splitting a Transaction
82
Online Banking Home Page
83
Spending Overview
84
Spending: Recategorizing a Transaction
85
Budgets Overview
87
Auto-generated Budgets
88
Budgets From Scratch
88
Editing or Deleting a Budget
89
Managing Budgets
90
Trends Overview
91
Cash Flow Overview
92
Adding a Suggested Cash Event
93
Creating Your Own Cash Event
94
Editing, Deleting or Skipping a Cash Event
96
Net Worth Overview
97
Debts Overview
98
Services
99
Stop Payment Request
99
Single Check
99
Multiple Checks
100
Mobile Deposits
102
Quick Balance
103
To Enable Quick Balance
103
To Use Quick Balance
104
ClickSWITCH
105
Direct Deposits
105
Manual Switch
105
Switch Assist
107
Recurring Payments
110
Manual Switch
110
Switch Assist
111
Existing Switches
113
Settings
114
Address Change Request
114
Statement Delivery
115
Account Preferences
116
Accessibility
117
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