How to Change Tangerine Categories: A Comprehensive Guide

Whether you've been using Tangerine for a while or are new to the platform, we're going to walk you through the process of changing Tangerine categories. This guide aims to help you navigate through online banking, their mobile app, and even contacting customer service. Stay tuned!

Online Banking: Your 24/7 Banking Assistant

With Tangerine online banking, managing your financial affairs is infinitely easier. Here are the steps to change your categories:

• First, log in to your Tangerine online banking account. Use your client number and password.
• On your account overview dashboard, click the 'profile and settings' option usually found at the top right corner.
• From here, you can access categories. The list is customizable, giving you the choice to edit, add or delete any categories.
• Finally, don't forget to save your changes. Tangerine categories will reflect in your account almost immediately.

Tangerine Mobile App: Banking in the Palm of Your Hand

The Tangerine mobile app is a high-powered and convenient tool for those who want to bank on-the-go. Here's how you can change the categories:

• Open the Tangerine mobile app on your smartphone or tablet.
• Log in to your account using your client number and password.
• Tangerine’s efficient interface will then direct you to your dashboard. From there, click on the 'profile and settings' tab.
• Now you can proceed to change your categories. Edit, add, or delete categories according to your preference.
• Remember to save your changes for them to take effect.

Contacting Tangerine Customer Service: Get Help When You Need It

If you prefer personalized assistance or are having trouble navigating the platform, Tangerine’s customer service is ready to assist.

• Contact Tangerine customer service at their designated hotline. Make sure you have your client number with you as you would need it for verification.
• Once connected with a representative, explain that you would like to change your Tangerine categories. They will guide you through the necessary steps.
• Remember, it's crucial to be clear and concise to avoid confusion. Ensure you have a list of the changes you want to make beforehand.

Conclusion

Overall, these are the different ways you can change your Tangerine categories. Whether you prefer online banking, using the mobile app, or speaking to a customer service agent, Tangerine has made sure changing categories is easy and flexible. Remember, financial management is crucial, and categorization can help you keep track of your income and expenses better. Happy banking!