Published on: October 11, 2021
By: Webster Bank

Can I categorize transactions?

Yes! You have the ability to categorize and sub-categorize your transactions. Although we’ll provide you with a standard set of categories, you will also have the ability to create custom categories so that you can track and sort your transactions in the way that works best for you. Simply click on the transaction and then select the category that best applies.

All deposit products are provided by Webster Bank, N.A. ("Webster Bank"), an insured FDIC institution. BrioDirect is a sub-brand of Webster Bank. Webster Bank operates under the trade name BrioDirect. This trade name is used by, and refers to, Webster Bank, a single FDIC-insured bank.

Accounts that are opened via and marketed by BrioDirect are Webster Bank accounts. Deposits in these accounts are made with Webster Bank. For purposes of determining how much FDIC insurance is applicable to your accounts, you need to consider all accounts maintained with Webster Bank, N.A., such as CD, checking, savings, BrioDirect online accounts and cash held in health benefits accounts with HSA Bank.

If you need assistance, please call 877.369.BRIO

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