Andrews Federal Credit Union Digital Banking User Guide

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Tagging Transactions In order for our Financial Tools tools to work properly, make sure your transactions are correctly tagged. When all your accounts are linked to Financial Tools, your transactions are automatically tagged. Common tags include travel, entertainment, health, home and utilities. If a transaction needs to be reassigned, you can manually edit the tag. Each tag has a corresponding icon assigned to it to help quickly identify a transaction’s financial tag. These icons are displayed next to each transaction in the Transactions page.

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In the Account Services tab, click the Financial Tools tab . Click the the left side of the screen and select “Transaction Search.” 1. Click a transacton to edit the tag.

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Financial Tools: Initial Setup

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