Our core banking system will receive a scheduled upgrade starting Saturday, July 12 at 8 PM until Sunday, July 13 at 4 AM. This will result in downtime for Online and Mobile Banking and Joy the Virtual Teller. We apologize for the inconvenience.

October 19, 2023 Money Management

Edit Transactions In Money Management

You are not limited to editing the category of a transaction. Click on a transaction to open the “Transaction Details” window, where you can: 

  • Customize the payee description
  • Edit the date
  • Add tags for custom searching
  • Add a memo to remind yourself of details about the purchase
  • Flag a transaction with the flag icon to call it out in the transactions list
  • Split a transaction between multiple categories
  • Exclude a transaction from your spending reports

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