Resources
MAINSTREET BANK
Export My Account Transactions
Digital Banking allows you to export transactions for your personal records in various file types (i.e. CSV, TXT, OFX, QBO, or QFX). Once exported, your records can be used in other financial or reconciliation programs or provided to an accountant or bookkeeper.
Positive Pay Upload CSV Formatting Guide
Check files should always be uploaded through Digital Banking before checks are distributed. If you are choosing to upload via file, you will first need to create your check file following these guidelines. Files should be saved as comma separated values (.csv) and contain no headers or additional fields other than the check details listed below. Please note: only Item number and Item amount are required for upload.
Initiate a Stop Payment
If you wish to place a stop payment, it is important to act quickly. Using Digital Banking you can place a Stop Payment on a check before it is processed through your account. Please note that stop payments are not permissible on already paid items, contact your local branch for more information.
Notifying MainStreet Bank to process your International Wire
The final step to process your international wire (regardless of if your organization has chosen to utilize the dual control feature) is to notify MainStreet Bank for final approval. Before sending the wire for approval, the payment must be entered and saved.
Incoming Wire and ACH Payment Instructions
If you need to provide your account information to a third party for payment, or if you are looking to fund your new account via wire or ACH, you can use the following details to ensure your payment is received as expected.
Update Two-Factor Authentication
Digital Banking offers Two-Factor authentication for your security. You have the option of updating your authentication when you believe it is required/needed.
Manage My Debit Card
Do you need to activate a new debit card? Have you misplaced your debit card? Simply log in to Digital Banking to activate or freeze your card. You can also report your debit card lost/stolen.
Enroll and Set Up Bill Pay
Bill pay is a convenient and secure way to pay all your bills from one place. Once enrolled, you can add your payees (companies or people). After you are enrolled and have added your payees, see our guide for How to Send a Bill Pay to schedule one-time or recurring payments.
Analyze Spending by Category in Insights
Spending by Category in Insights you can analyze and categorize your spending habits. For more information on how to manage your tags and categories, see our guide for How to Manage Tags in Insights.
Manage Tags in Insights
Digital Banking allows you to rename, delete, and split tags in Insights. Tags are labels or keywords that make it easier to filter and search for information and can provide context to your transactions.