Frequently-Asked Questions : Searching

Searching for transactions

Use the search box to search for keywords in transaction history. Select the funnel icon next to the search box for more advanced search options.

  • Enter keywords into the Search field to list transactions that contain the supplied keywords in the transaction description.
  • Select the funnel icon to use the advanced search icons. The number next to the funnel icon indicates how many search filters/options are selected in the current search results.
  • Populate the Search Dates field to limit transactions to those that fall within the designated date range.
  • Select a spending category to limit the transactions to those assigned to that specific category.
  • Populate the Amount field to limit transactions for the designated amount. Select the range option to enter an amount range.
  • Select a transaction from the Type dropdown to limit transactions to those of the selected type.
  • Select a Credit or Debit option to limit transactions to withdrawals, deposits, or both.
  • Enter a check number to look for a specific check transaction. Select range to search for a range of check transactions.
  • Select the up arrow to minimize (hide) the search pane.
  • Select Clear Filters to remove all the search criteria from the search options.
  • Select search to filter the displayed transactions by the criteria provided in the search pane.