Skip to main content
_FB_2018-Icons-finalized-cleaned-up_new_FB_2018-Icons-finalized-cleaned-up_newGroup 9
Back
Scroll to top

Account Overview Demo

Learn how to see account and transaction details.


Smartphone
Congratulations! Now you know how to view your account dashboard and transactions.
Login screen Login screen Login screen
Account overview screen.
Account overview screen.
Account overview screen.
Account overview screen. Account overview screen. Account overview screen.
Account overview screen. Account overview screen. Account overview screen.
Step of

Step 1 Open the mobile app and log in.

When you enrolled in First Bank digital banking, you created a Login ID and Password. Enter that information in the corresponding boxes in the app and then tap the “Log In” button.

Step 2 Choose an account.

From the dashboard, scroll down to see a list of all of your First Bank accounts. Tap the account name you want to open up a more detailed view.

Step 3 Scroll to see your transaction history.

All of the account’s recent transactions are listed in this view. Scroll up and down to review the list and tap on an individual transaction to see more details about it.

Step 4 Scroll to see and categorize the transaction.

Within the transaction details you can see information such as the transaction date, description, category, amount, and more.

Tap on the category to categorize the transaction.

Step 5 Select the appropriate category.

Scroll through the categories and pick the most appropriate one for the transaction.

Step 6 View a check image by tapping on its entry.

To view check images, select a check transaction in the list. You can tap to see both the front and back of the check.


Trending Topics

The Benefits of Checking Accounts with Online Access

Out of all the factors that tend to influence our decisions regarding financial management, levels of convenience tend to play a heavier role than others. For that reason, online tools, such as access to checking accounts...

Starting Small Business Loans For Women – South Carolina

If you are a women looking to open a business in South Carolina, First Bank can help you with your financial needs. We provide small business loans for women entrepreneurs looking to contribute to South Carolina’s growing...

First Bank Loans

Between banks and online lenders, you have a lot of options to choose from when you need a loan. But not all loans are created equal, and First Bank loans are a step above the rest. If you are in need of a loan, visit your...

Where Can I Get a Personal Loan? – Think First Bank of Asheboro, NC

If you’re looking to get a personal loan in Asheboro, North Carolina, be sure to visit First Bank. Whether you’re looking to finance a wedding or put a down payment on a house, First Bank has a variety of loan options with...

What is the SBA?

If you have a business plan but are having trouble acquiring a bank loan, consider reaching out to the Small Business Association (SBA). The SBA is a government-affiliated organization that provides small businesses with a...

Find New Business Loans Near Me

First Bank offers a generous and versatile array of options to find new business loans near you. We were recently named one of the best banks in North Carolina by Forbes.com, so you can expect professional and personal...

First Time Buyer?

For most of us, buying a home is the largest purchase we’ll ever make. If you are a first-time homebuyer, you may be asking questions like, “What is a first home mortgage?” What is a First Home Mortgage? A first home...

Four Tips Before Starting Your Business

According to research from the SBA.gov in a 2020 report of small businesses, North Carolina had a total of 934,604 small businesses. And despite everything the last year threw at us, the number of new businesses in the...

High Yield Savings Account – Lillington, NC

When the unexpected happens, it can help to have a little extra money put away. If you aren’t prepared, unexpected medical bills, job loss, or repairs can put a dent into your bank account and cause financial stress. First...

Raleigh Small Business Loans

Owning a new business or starting a new one in Raleigh is a bright venture, as it’s one of the fastest growing large metro economies in the country. Whether your business is a staple in the community or a budding start-up,...