How do I add or change a tag?
- Click on the transaction requiring a new or updated tag.
- Type the new tag or select it from the list.
- Optional: Create a rule to apply this tag and title to all similar transactions.
- Click ‘SAVE’.
- Refresh the page to apply your new rule, if applicable.
Trailhead Credit Union is a Portland-based, member-owned financial institution serving people who live or work in Multnomah County. We offer secure mobile banking, competitive checking accounts, and personalized support from a local team. Learn more about becoming a member here.