Regions Help & Support

FAQ

What is a tagging rule

If you'd like your changes to a transaction's title or tag to be applied to similar transactions, check the box in the Create a Rule area of the transaction editor. This will allow you to choose from a number of different recurrence styles:

  • Apply for transactions from ALL ACCOUNTS for ANY TIME PERIOD
  • Apply for transactions from ALL ACCOUNTS for THIS TRANSACTION MOVING FORWARD
  • Apply for transactions from THIS ACCOUNT ONLY for ANY TIME PERIOD
  • Apply for transactions from THIS ACCOUNT ONLY for THIS TRANSACTION MOVING FORWARD

Please be sure that you want to apply this rule as specified as it will affect all similar transactions. For example, creating a rule for a ‘check’ transaction isn’t advised because it will apply that title and tag to all other checks.