Managing transaction categories and tags

Transactions are automatically categorised so that you can view your spending by category and by merchant. 

To change the category of any transaction in Macquarie Online Banking:

1. Select your account from the Account list
2. Click on the relevant transaction to bring up the transaction details
3. Amend the Category using the Category selection drop down list
4. Click Apply if you want to apply the same category to all new transactions and then select Confirm to apply the changes.

You can also change the category on the Optional details screen while making a payment.

To change the category of any transaction in the Macquarie Mobile Banking app:

1. Select an account from the Account list
2. Click on the relevant transaction to bring up the transaction details
3. Inside the Category feature, click on the pencil icon to edit the category
4. Click Apply if you want to apply the same category to all new transactions and then select Confirm to apply the changes.

You can also change the category on the Enter details screen while making a payment.
 

You can use tags to categorise your transactions and to track your spending more effectively. You can assign tags to transactions such as 'groceries', 'shopping', 'travel' and so on.

To tag your transactions in Macquarie Online Banking: 

1. Select your account from the Account list
2. Click on the relevant transaction to bring up the transaction details
3. Click inside the Tags feature to add or change a tag.

You can also add tags on the Optional details screen while making a payment.

To tag your transactions in the Macquarie Mobile Banking app: 

1. Select an account from the Account list
2. Click on the relevant transaction to bring up the transaction details
3. Inside the Tags feature, click on the pencil icon to add or change a tag.

You can also add tags on the Enter details screen while making a payment.
 

To delete your tags from the tag library in Macquarie Online Banking: 

1. Select your account from the Account list
2. Click on the relevant transaction to bring up the transaction details
3. Click Manage located above the Tags field
4. Select the tags you want to delete. Up to 50 tags can be deleted at a time 
5. Click Delete
6. Tags will be deleted only from the tag library and not from existing transactions that have been tagged. 

To delete your tags from the tag library in the Macquarie Mobile Banking app:

1. Select an account from the Account list
2. Select the relevant transaction to bring up the transaction details
3. Inside the Tags feature, select the pencil icon
4. Select the Manage button on the top-right
5. Select the tags you want to delete. Up to 50 tags can be deleted at a time 
6. Select the Delete button
7. If you’d like to delete one tag, swipe the tag to the left
8. Tags will be deleted only from the tag library and not from existing transactions that have been tagged. 

You can edit categories, tags, notes and attachments of multiple transactions, both historic bank account transactions and transactions returned in a search.

To make edits in Macquarie Online Banking:

1. Select your account from the Account list to view historic account transactions or search for a combination of transactions
2. Hover your mouse over the transactions you wish to select and tick a checkbox on the left of each transaction. You can select up to 100 transactions
3. Select the Edit button on the action bar at the bottom of the screen
4. Amend transactions details and confirm changes by selecting the Submit button. 

To make edits in the Macquarie Mobile Banking app:

1. Select your account from the Account list to view historic account transactions or search for a combination of transactions
2. Select the round icon on the left of the transaction
3. Tick a checkbox on the left of each transaction you wish to select. You can select up to 100 transactions
   
4. Select the Edit button on the action bar at the bottom of the screen
5. Amend transactions details and confirm changes by selecting the Submit button.