Transactions
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Viewing transactions on your account
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Viewing all transactions across multiple accounts
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Adding a note to a transaction
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Categorizing a transaction
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Changing the flag color of a transaction
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Change the sort order in a list of transactions
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Changing the amount of detail shown in a list of transactions
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Export Transactions
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Printing transactions
To print transactions, select the “Accounts” tab on the left side of the screen, then simply select the “printer” icon right above the first transaction listed. You can determine which type of account information you would like to print by using the “Search” and “Funnel” keys.
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Moving from page to page in a list of transactions
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Viewing an interest rate
To view the interest rate of a loan, credit card, or debit card, follow these steps:
Click on the "Accounts" tab on the side of the screen, then select the loan you wish to view. Once you are in that specific loan, select "Account Details" (found directly below the account balance.) -
Viewing the available credit
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Viewing how much interest you have paid on a loan or credit card
To view how much interest you have paid on a loan or credit card, click on the “Accounts” tab, select the loan you wish to view, then select “Account Details.” You will be able to view the interest paid year-to-date and interest paid last year.
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Finding the next payment date on a loan or credit card
To find the next payment date on a loan or credit card, select the “Accounts” button on the left and choose the loan you wish to view. Then click on “Account Details”. You will be able to see “Next Payment Date” along with other valuable information about that loan.
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Manually adding transactions
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Adding an uncleared check to your transaction list
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Switching between accounts on the transactions screen
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Grouping a list of transactions by month
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Viewing check images
To view an image of a check, follow these steps: First select the “Accounts” tab on the left of the screen, then select the specific account out of which the check was written. Click on the “Check” icon next to the transaction.
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Viewing a list of checks
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Moving to a specific page in your transaction list
See “Moving from page to page in a list of transactions” for details.
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Downloading transaction history to an OFX file format