What is a ‘tag’?

A tag is a customizable word or phrase used to categorize your transactions. This feature gives you a better idea of how you are spending your money by tracking transactions in the same category. We will automatically pull in your most recent transactions and tag them (i.e., transportation, groceries, clothing). We suggest you edit your tags by selecting the tag and start typing the new tag and select it from the list or type a new tag. Customized tags give you a more accurate view of your budget(s), spending history and overall financial picture.