1. Help Site
  2. Account and Transactions

How do view / search my transactions?

The Web:

Click on the account view. On the next screen scroll down to see all of your transactions, you can search for a specific transaction amount, filter by category, date, or date range. (To view the history across all accounts, click My Finance > History)

The App:

Click on the desired account to see all transactions. Click on the magnifying glass to search for a specific transaction. You can search by amount or merchant name.