How do I add or change a tag in the Budget and Planning Tool? Last Modified Monday July 27, 2015 Take these steps to add or change a tag: Click on the transaction requiring a new or updated tag. Click the "x" in the tag you wish to remove. Type the new tag and press "Enter." Optional: Create a rule to apply this tag and title to all similar transactions. Click "Save Transaction." Refresh the page to apply your new rule, if applicable.