Moody Bank Personal Online Banking User Guide

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Tagging Transactions In order for our Financial Snapshot tools to work properly, make sure your transactions are correctly tagged. When all your accounts are linked to Financial Snapshot, 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, then click the Financial snapshot button. 1. Click the icon and select “Transaction Search.” 2. Click a transacton to edit the tag. Financial Snapshot: Initial Setup