United Community Bank Product Orientation Guide Consumer

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MyMoney Initial Setup..................................................................................................................45 Tagging Transactions........................................................................................................... 46 Splitting a Transaction......................................................................................................... 48 MyMoney Dashboard.................................................................................................50 Spending by Category ................................................................................................51 Budget ..........................................................................................................................53 Adding Budgets.................................................................................................................... 54 Managing Budgets............................................................................................................... 55 Add a Budget Alert............................................................................................................... 57 Cashflow Overview .....................................................................................................58 Add a Bill or Income ............................................................................................................ 59 Net Worth ....................................................................................................................60 Add an Unlinked Asset or Debt.......................................................................................... 61 Goals.............................................................................................................................62 Adding Goals ........................................................................................................................ 63 Save for Goals....................................................................................................................... 63 Pay Off Goals ........................................................................................................................ 64 Add a Goal Alert ................................................................................................................... 65 Managing Goals ................................................................................................................... 66 Security Protecting Your Information......................................................................................67 General Guidelines .............................................................................................................. 67 Login ID and Password........................................................................................................ 67 Fraud Prevention ................................................................................................................. 67 Login Settings ..............................................................................................................68 Change Username ............................................................................................................... 68 Change Password ................................................................................................................ 69 Change Security Questions................................................................................................. 70 Recent Logins ..............................................................................................................71 Mobile Security Preferences......................................................................................72 Enabling Biometric Sign-In.................................................................................................. 72 Enabling PIN Login......................................................................................................73 Auto-Login....................................................................................................................74 Alerts Alerts Overview ...........................................................................................................75 Custom Alerts....................................................................................................................... 76 Bill Pay Alerts........................................................................................................................ 77

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