Regions Help & Support


How do I create a tagging rule in My GreenInsights?

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.