Regions Help & Support

FAQ

How do I start using My GreenInsights for Business?

Follow these easy steps to set up My GreenInsights for Business:

1) Log in to your Regions Online Business Banking account and select "Insights" from your Account Overview.

2) Your Regions accounts will automatically appear. On the My GreenInsights Dashboard, add any additional accounts held at other institutions by selecting the "Add" button.

3) Customize the tags for your transactions to get the most accurate financial picture possible.

4) Use the “Budgets” option at the top of your Dashboard to set up variable spending targets.

5) Use "Cashflow" to track regular income and bills.

6) Set a goal for savings or payoff.