United Community Bank: A Quick and Easy Guide to Online Banking and Bill Pay

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Manage Accounts Tagging an Account

Apply tags to your accounts based on how you want to organize them—like Bills, Savings, or Travel. You can add, edit, or remove tags anytime to customize how your accounts appear in your dashboard.

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Click the View all accounts button at the bottom of the accounts list. 1. Click the “Add Tag” link. 2. Enter a tag name. 3. Select the accounts to apply the tag to. 4. Click the Add Tag button. 5. After a tag is added on the Manage Account page, when you return simply use the All Accounts drop-down to choose the tag to display the accounts you would like to view instead of all accounts. To switch back to the All Accounts View, click on the ‘X’ on the tag to unsort the list.

Manage Accounts: Tagging an Account