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How do I add a tag, note, or image to a transaction in digital banking?

You can add notes, tags, and images to any transaction inside of digital banking. To begin:

  • Log in
  • Click on any account
  • Click on Transactions (in mobile)
  • Select the Transaction you wish to edit and pull up the transaction’s details page
  • Click on the appropriate icon for one of the following:
    • Add Tags
    • Add Notes
    • Add Images
  • Follow the on-screen prompts to update the transactions
  • Close the transaction detail page or tap < Transactions in mobile

Any tags, notes, and images attached to transactions will be accessible on all devices when you log in to digital banking in the future.

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