If you would like to search for, or view transactions that only belong to a specific transaction category, such as ‘Travel’ or ‘Services’, you can do so from the Accounts screen by using the filter function. You can refine your search even further by adding additional criteria such as date range, merchant name or dollar amount in either the search bar or filter function. To search for transactions by category:
- From the Home screen, click on Accounts
- Select the Filter function
- Apply filters to locate your transaction
- Click on APPLY FILTER