Max Credit Union Online Banking Consumer User Guide

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Splitting a Transaction Insights offers the ability to split one transaction to represent multiple tags. For example, if a shopping trip needs to be split into multiple categories such as grocery, pharmacy and home supplies, you can review your receipt and split the total charge across multiple tags.

1

In the Insights tab, click the Budgets tab. Click the icon and select “Transaction Search.” 1. Click a transaction to split.

Settings: Initial Setup