Filtering Transactions
Just below Account Details you will find a search bar 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 found within the Filters button. 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.
To change the date range, click the Filters button. This will allow you to select a pre-determined range in the dropdown menu, or you can select your date range using the Start Date and End Date calendar buttons.