Regions Help & Support
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.