To get started, follow these simple steps:

1. Log in to your Regions Online Banking and select INSIGHTS tab from your Account Overview.
2. Your Regions accounts will automatically appear. On your My GreenInsights Dashboard, add any additional accounts held away from Regions by selecting the Add button.
3. Customize the tags for your transactions to get the most accurate financial picture possible.
4. Use the options at the top of your Dashboard to:
• Set up targets for your variable spending using Budgets.
• Use Cashflow to track regular income and bills.
• Set a goal for savings or payoff.