Regions Help & Support

FAQ

How do I edit a tag?

If a transaction is incorrectly tagged, change the tag by following these steps:

  1. Select the transaction with the incorrect tag.
  2. Click the 'x' in the label for the tag you wish to remove.
  3. Begin typing the appropriate tag, then select it from the drop down list (if applicable). If you are creating a new custom tag, type the entire tag name and then press Enter.
  4. Select Save Transaction to finalize the changes.

Re-tagging is beneficial to you and others using this program. The system gets smarter by monitoring these re-tags, increasing future tagging accuracy. By creating personal tags, you can also customize the program to your preferences. While you're not able to edit or delete the default tags, creating your own will take precedence over the old tags and allow you to make the Dashboard your own.