Regions Help & Support

HOW TO

How to Create a Rule for Transaction Tags

Step 1

Once logged in to Online Banking, select the Insights menu.

Step 2

Select Edit beside each merchant name to set a rule for similar transactions. 

Step 3

Check the box under Create a Rule, indicate which accounts you wish to apply the rule to and when, and then select Save Transaction.

From here you may also edit a transaction description or tag as needed.

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