Regions Help & Support

HOW TO

How to Edit a Transaction Description or Tag

Step 1

Once logged in to Online Banking, select the Insights menu.

Step 2

Locate the transaction you want to tag or update and select Edit.

Step 3

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

If this is your only change, select Save Transaction.

Step 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.

Step 5

Your updated tags will display on your dashboard. If you have split tags then you must select Show split to view them.

Online & Mobile Banking How To'sTutorials