Tagging Accounts

Learn how to organize your banking experience by creating and managing custom tags for your accounts. This guide will walk you through the steps needed to categorize your finances effectively within personal online banking.

Elizabeth Hughes
10 steps
46 seconds

Ucbi

Navigate to [https://secure.ucbi.com/unitedcommunitybankonline/Uux.aspx#/dashboard.](https://secure.ucbi.com/unitedcommunitybankonline/Uux.aspx#/dashboard)

To manage which accounts are on your homepage, click **View All Accounts**.

Click **Add Tag** to create a new tag.

Choose one or multiple accounts to add to this tag category. Enter a tag name and then select **Add Tag.**

Click the **X** by the tag name to view all accounts again.

Click **All Accounts** followed by **Manage Tags** to edit, add to, or delete a tag.

Select the pencil icon to edit the tag name or add accounts to the tag.

Select the trashcan icon to delete the tag.

Select the **Delete Tag** button to confirm tag removal.

The tag has been deleted. Dismiss the confirmation message.