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
- Select any account
- Tap on Transactions (in mobile)
- Select the Transaction you wish to edit and pull up the transactions details page
- Select 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.