Filtering Transactions
Just below and to the left of the Make a transfer, Export and Print links you will find a Narrow by items containing field that allows you to filter your search for a specific item or group of items by entering key words in the field. You can use numbers, letters, or a combination of the two (e.g., Target, 25.00, #1234, etc.). The system will return all of the results that match the key word(s) for the selected date range in the transaction's list located just below the filter field. For example, entering 'Chev' in the field returned results for Chevron. The system combs through the Description, and amount columns based on the selected date range and displays any matching values. If no matches were found, you will receive a message that there were no transactions found