Online Banking Features & Tips
Money saving benefits like eStatements, Account Alerts and Bill Pay will make life easier PLUS there are other great features to help manage your accounts and stay safe:
Change Your Password: Best practice for online security is to change your password every 90-180 days or when you feel your information has been compromised. Under the OPTIONS Tab, select “Change Password.”
Transaction Questions: When viewing transactions under your account history, you can send PPB a secure message about that transaction by clicking on the ? icon. Generally, we answer those questions within one business day. Check for replies by clicking on the small envelope icon in the upper left-hand corner or click on “Messages” under the OPTIONS tab.
Organize Your Accounts: Can’t remember which account is which? Under the OPTIONS tab, select “Account Nickname” and change how each account appears when viewing your accounts in Online Banking.
Cash Management Software: Currently, our Online Banking system allows for direct downloads into Quicken or Quickbooks. You can also download your account information into an Excel spreadsheet or a Comma Delimited sheet to then be uploaded into other online money management software. Click on “Download” under the ACCOUNTS tab.
Calendar View: View all account activity occurring on any given day by clicking on “Calendar” under the ACCOUNTS tab.
Online Banking Budgeting Tools:
Our financial management tool allows you to keep control of your budget. You can use this tool to do the following:
- View transactions by category or for a specific date
- Set up payroll/expense categories and compare your expenditures against your budget
- Track history of your categories over monthly periods
- View balance sheet of your assets and liabilities
To get started, log in to Online Banking, select “Financial Management” under the ACCOUNTS tab. Once the Financial Management screen appears, you can click on the Help tab in the menu bar and detailed instructions will appear.