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My GreenInsights for Business

General

Dashboard

Adding/Deleting Accounts

Tagging

Targets

Alerts

Spending

Security

Other

Feature Requests

General

Why should I use My GreenInsights for Business?
At Regions, we provide tools to help you successfully manage and track your business finances. Our suite of My GreenInsight products will help you better manage your account transactions with smart transaction tagging, monitor spending by category and/or merchant and create and track spending goals, due bills and pending credits. You can follow your weekly cash position to always understand your balance today and also see your cash position ahead. Our spending overview lets you review anywhere from 1 to 3 months of your spending category analysis. We'll also keep you informed on the go via customizable email and text alerts * – all designed to empower you to stay in financial control and enable you to achieve your business goals. * Your mobile carrier’s messaging and data fees may applycarrier’s messaging and data fees may apply.

 

How do I start?
To get started, Click the Insights tabs within Online Banking and follow these simple steps:
  1. Add any additional accounts that you wish to track from your other Financial Institutions.
  2. Customize the "tag" names on your merchant transactions to get the most accurate financial analysis
  3. Set up variable spending targets on the Budget screen based on tags.
  4. Use the Cash In and Recurring screens to log then track regular incomes and bills
  5. Create custom alerts based on budget tags or transaction amounts

If you have questions or issues with any of the above steps, please submit a support request for help.

 

How do I contact you?
If you have a question, problem, or suggestion please contact us at 1-800-472-2265. Thanks for your feedback - we always like hearing from you!

 

Dashboard

What shows up on my Dashboard?
You can view the following items on your Dashboard:
  • All uploaded accounts and their balances
  • Monthly spending by Category
  • Weekly Net Cash Change
  • Upcoming Income and Expenses
  • Spending Targets

 

How do I export transaction from my account to create reports?
You can export your transactions into a CSV file format, which is supported by most spreadsheet programs. This is extremely useful for tax reporting and graphical analysis purposes:
  1. On the dashboard select the account to work with
  2. Enter teh desired search term, and/or date range (We can export transactions back from when you began using this program in any time span of 1 year or less)
  3. Click 'Export to CSV'
  4. A CSV file will be saved to your computer's download folder

 

Adding/Deleting Accounts

How do I add my accounts from other banks?
We support more than 12,000 financial institutions of all sizes. If you're having trouble finding yours, please try these search tips:
  • First click Add Account on the Dashboard
  • Next, input your financial institution's FULL name
  • Then try searching with the fewest amount of words as possible. (For example: You are searching for "State Employees Credit Union of Maryland". Try typing in "State Employees" and see if any applicable choices appear below your search box.)
  • If your financial institution has a nickname (i.e. SECU) try searching under those terms.
  • If your financial institution has a state or unique word in it, try searching only by that term (i.e. "Maryland").If you still cannot locate your financial institution, chances are that we are unable to support it at the moment. Please submit a support ticket to request adding a new financial institution to our list. Thanks!
  • Select your bank and enter the credentials requested on-screen. You will not have to key these credentials again.

 

How do I delete an account added from another Financial Institution?
To delete an account, please take the following steps:
  • Go to your Dashboard and locate the Account on the left-hand side of the screen
  • Beside the account there will be a garbage can symbol, select this
  • A pop-up box will then ask you to confirm you want to delete the account

 

Tagging

What is a Tag?
We will automatically pull in your most recent transactions and auto-tag them (gas, groceries, travel, etc.) for you but our systems learn from you! We strongly suggest you edit your tags by clicking on the "edit" button associated with each transaction. Tags make it simple for you to track your spending in entirely new ways, and customized tags give you a more accurate view of your budget and financial picture.

 

Tagging any Untagged Transactions with the Rapid Tagger
We are not always able to identify a merchant or transaction in your register to apply a tag. When this occurs we will show you a number beside the word Transactions to let you know you need to tag these items. At the top of your Transactions page you will see transactions individually listed so that you may assign a Tag as well as define if the item should be tracked as a cash-flow item. When done and ready to move to the next transaction just click the green check box until you have tagged them all.

 

What is a tagging customization 'rule'?
When you tag transactions My Green Insights learns from you, so the next time you will not have to tag the same or similar transactions. A tagging rule simply means that when you change the tag on a transaction our system will automatically go and re-tag every other transaction with the same merchant name. This makes doing searches by tags and setting budgets based on tags even easier.

 

Targets

How are Spending Targets used?
Spending Targets can be created on the lower section of the Dashboard and on the Spending page.

Once you have decided which Tags you want to track then you are ready to create Spending Targets. You select the Tags, Accounts and Amounts you want to track for each monthly Spending Target and this becomes what you see on your Dashboard and Spending areas. You can then click on Alerts to create an email or text alert so you can be notified on your Target progress milestones e.g, ’ You are at 80% of your Transportation Budget ‘ * Your mobile carrier’s messaging and data fees may apply.

 

How do I create, edit or delete a Spending Target?
Spending Targets can be accessed via the Spending page:
  1. Click on Add New on the left side of the screen.
  2. Select a name for the Spending Target.
  3. Select the Amount you want to Target.
  4. Select the tags you want tracking for this target.
  5. Select the account you want to track for this target.
  6. Click 'Save'

 

What's the difference between a Spending Target and a Bill?
Spending Targets:
  • These are variable expenses like groceries, entertainment, or dining out. These expenses can be linked to a tag (or multiple tags), which then links to your account transactions for the month. This allows you to easily run Tag reports see how much you’ve spent on food for the month, for example, and gives you greater control over saving your money. Spending Targets are budgets driven by Tags

Bills:

  • These are recurring expenses such as rent, loans, and insurance. These expenses generally have a due date and a fixed amount. You can set up Alerts here to remind you of your upcoming bills! See the Recurring section for more information on adding your bills to enhance Cash flow tracking

 

Spending

How do I Track Spending?
Our Spending page gives you a 1,2 and 3 month overview of your spending by category. It is based on your tags and the top areas of spend in the selected duration. It is a great way to see where your largest spend is taking place in any given month. As you create Tags these will help drive the spending by category.
  • By clicking on the different colored sections of the circle you can view the transactions that make up the particular balance.

 

Alerts

What are Alerts?
Alerts are personalized notifications sent to your email and/or mobile device, which help you keep track of activity in your accounts. If you've set up a bill, it can alert you when that bill is approaching its due date. If you want to monitor your checking account to avoid overdrafts, you can set up a low balance alert to let you know when your account falls below a certain amount.

 

How do I set up Alerts?

Here's how to set up Alerts?

  1. Click on the navigation item "Alerts" at the top of the page.
  2. Click on "Add an Alert" to get started.
  3. Choose your Alert type:
    • Account Balance Alerts
    • Spending Target Exceeded
    • Bill Reminder Alerts
    • Large Transaction Alert
    • Goal Progress Alert
    • Specific Store Alerts
  4. Choose the Alert Options:
    • Email
    • Text Message
  5. Click "Add Alert." Be sure that you are prepared to receive these alerts as you requested. Keep in mind that there is often a slight delay between triggering an alert and receiving it as My GreenInsights tracks posted transactions to your account.   * Your mobile carrier’s messaging and data fees may apply.

 

 

How do I set up my email and mobile phone settings
First click on the navigation item "Alerts" at the top of the screen. You can enter these preferences at the top left of the page. As long as your cell phone can receive text messages, you can choose the mobile option. Keep in mind that standard messaging charges will apply.

 

Security

Is my information secure?
Yes, your information is secure because we use several layers of security. First, your account information resides behind a firewall that is protected from unauthorized entry. In addition, all sensitive data is encrypted in the data warehouse and sessions are protected by your password, the security built into your browser, and SSL (Secure Sockets Layer), the standard security technology for establishing an encrypted link between a web server and a browser.

 

I'm nervous about adding all of my accounts.

Using this program is very secure for several reasons:

  • Your accounts are still safely held at their respective financial institutions. We just allow you to monitor them in one convenient location.
  • We use the same security as does your regular online banking, including security questions or any other information required to log in.
  • Transactions cannot be initiated from any of your external accounts. My GreenInsights brings in information for monitoring and planning purposes only.

 

Other

My financial institution uses image/word verification. Can you support it?
Unfortunately, we cannot support your financial institution for automatic account aggregation because they require an image-based, randomly-generated security code to be filled out each time you sign in. We currently don't have the infrastructure in place to support such a transaction; however, we're working on it and hope to be able to support such accounts in the future.

 

Your site is not working on my browser!
There are a lot of browsers out there and we do our best to support as many browsers as we can. We currently support:

  • Mozilla Firefox 31.0+ (Windows + Mac)
  • Safari 5.0+ (Windows + Mac)
  • Internet Explorer 9.0+
  • Google Chrome 36.0+

If you have an older browser, please try upgrading to one of these supported browsers. Also ensure that your security settings allow this program to function properly. You may experience issues if your browser has cookies turned off, is operating with a high security level, or has additional add-ons installed. If you experience a problem with one of our supported browsers, please submit a support request.

 

Feature Requests

Why do I have a red or blue on one and my external accounts?
This is an indication of a problem connecting with this account. A blue ‘i’ symbol often indicates a temporary site issue or expected maintenance. Please wait a few days until submitting a support request if you see this icon. If you see a red ‘!’ symbol, this is an indication of a login error. Click the link provided in the error message to manually update your username and password. You may also be prompted with additional security measures, such as answering the security questions you've set up. If this account still does not update, please feel free to submit a support ticket using the form provided on this screen.

While certainly an inconvenience, these connectivity issues are usually not major and can often be fixed quickly within a few days' time.

 

How do I edit a tag?
If a transaction is incorrectly tagged, please re-tag it by following these steps:
  1. Click on the transaction with the incorrect tag.
  2. Click on the 'X' in the tag you wish to remove.
  3. Begin typing the appropriate tag, then select it from the drop down list. If you are creating a new custom tag, type the entire tag name and then press Enter.
  4. Click "Save Transaction" to finalize the changes.

Re-tagging is beneficial to you and others using this program. The system gets smarter by monitoring these re-tags and thus future tagging accuracy will increased. By creating personal tags, you can also customize the program to your preferences. While not being able to edit or delete the default tags, creating your own will take precedence over the old tags and allow you to make the Dashboard your own.