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How do I handle cash transactions like ATM withdrawals?

Use ‘split tags’ to categorize your cash withdrawal transactions. You are unable to manually enter cash transactions, but using ‘split tags’ will allow you to break down a cash transaction into groceries, dining out, transportation, etc. Learn more about split tagging under ‘Tagging’. Learn more within our split tagging FAQ.

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.

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