Follow the steps below to add or change a tag on Budget Builder

  1. Click on the transaction requiring a new or updated tag.
  2. Click the ‘x’ in the tag you wish to remove.
  3. Type the new tag and press ‘Enter.’
  4. Optional: Create a rule to apply this tag and title to all similar transactions.
  5. Click ‘SAVE TRANSACTION.’
  6. Refresh the page to apply your new rule, if applicable.