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, Deposit and Withdrawal columns based on the selected date range and displays any matching values. If no matches were found, the system will prompt you to Try last 90 days and to use a wider date range.
Selecting the Try last 90 days link resets the date range to the past 90 days. Otherwise, you can click the Clear link to remove the current filter values and start over.
To use filtering:
- Make sure that you have the date range that you want to search (month, 30 days or custom date range).
- Enter the specific value that you are looking for in the Narrow by items containing field. (The page will refresh again to show only the matching items.)
- If the system could not find any match, you will have the option to Try last 90 days or click Clear to start over.
- If you still were not able to locate the item you want, consider adjusting the date range further and try again.