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Cover of Online Banking & Payments

Money

Want to handle your money without a trip to the bank?

Online Banking & Payments

Feel calm and in control of your own money. Check your balance, deposit a check, pay a bill, or send money to family from your phone, safely.

$17.99

Go at your own pace · yours forever

  • Yours to keep: read it on your phone, tablet, or computer
  • Easy to print, with big text and pictures of the screens
  • Download it right after you pay. We'll email you a copy too.
  • Questions? Email me directly at mimi@askmeinstead.com

Want me to go through it with you? Book a 45-minute call with me.

What you’ll learn

  • How to sign in and check your balance
  • How to deposit a check with your phone
  • How to pay a bill online
  • How to send money with Zelle or another payment service
  • How to recognize when a banking message or request may not be safe

This guide is for you if…

  • “How do I deposit this check with my phone?”
  • “Where do I pay this bill online?”
  • “Is it safe to send money with Zelle?”

Take a peek inside

Every step shows you what your screen looks like, what to tap, and how to know it worked. Tap a page to see it bigger.

A note from Mimi

I made this guide the way I’d explain it to my own mom, sitting next to her, looking at the same screen. Go at your own pace. Skip to the part you need. And if you get stuck, I’m here.

— Mimi, founder of Ask Me Instead

“Don’t be afraid, for I am with you.” Isaiah 41:10 (NLT)

We’ll go through this together

Here’s what’s inside, one step at a time.

  1. 01

    Get into your bank's app safely

    How to make sure you have your bank's real app, then sign in.

  2. 02

    Check your balance, transactions, and statements

    See what's in your account, what "pending" means, and where to find your monthly statement.

Still stuck? I’m here.

If you’d rather do it side by side, book a 45-minute call and we’ll go through it together.

Book a call with Mimi

Online Banking & Payments

$17.99 · yours forever