Need Help with Online Banking? Login Here

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:

  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.

Not Finding an Answer

Submit a question to support.