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How do I add or change a tag in the Budget and Planning Tool?

Take these steps to add or change a tag:

  1. Click on the transaction requiring a new or updated tag.
  2. Click the "x" in the tag you wish to remove.
  3. Type the new tag and press "Enter."
  4. Optional: Create a rule to apply this tag and title to all similar transactions.
  5. Click "Save Transaction."
  6. Refresh the page to apply your new rule, if applicable.

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