Regions Help & Support

FAQ

How do I edit a My GreenInsights Tag?

Follow these easy steps to edit a My GreenInsights Tag.

1) Login to Online Banking and select “Insights.”

2) Locate the transaction you want to tag or update and select “Edit.”

3) To change the description, clear the current entry by selecting the “X” to the right of the field and enter the new description. 

4) If this is your only change, select “Save Transaction.”

4) To assign more than one tag to a transaction, select “Use Split Tags,” enter the new tags and “Save Transaction.” You must select a minimum of two split tags. You may choose from the drop-down menu or enter a custom tag. 

5) Your updated tags will be displayed on your dashboard. If you have split tags then you must select “Show Split” to view them.

How Do I Edit a My GreenInsights Tag?