Georgia United Credit Union Online Banking User Guide

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Tagging Transactions In order for our Finance Manager tools to work properly, make sure your transactions are correctly tagged. When all your accounts are linked to Finance Manager, 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 Accounts tab, select an account. 1. Click the Finance Manager button. 2. Click the “View Transactions” link.

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