How do I re-categorize a transaction in Online Banking?

There are a couple of ways to change the category of a transaction in Online Banking. You can go to your transaction history by clicking on the appropriate account from your dashboard. You will then click on a transaction to expand and show you more details. Under "Category" click on the pencil icon to make changes.

You can also make changes through our Personal Financial Management tool (PFM) by clicking on "Spending" from your dashboard. If you have any questions please contact us for assistance or click here for Online Banking.