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Help Home Online & Mobile Banking Budget & Planning Tools Tagging How do I create a tagging rule in My GreenInsights?

HOW TO

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.

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How Do I Create a Tagging Rule in My GreenInsights?

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