If you would like to search for, or view transactions from a specific date or period, you can do so from the Accounts screen: Go to the Accounts screen and scroll down to the list of your past transactions. If you know the exact date you want to see, type it into the search bar. Alternatively, you can click the filter button and select a range of dates by entering the earliest and latest dates in the filter transactions screen. Once you have input the date(s) you want to see, either hit the enter key or the ‘Apply Filter’ button and your transactions list will only display the transactions that match. From here, you can refine your search even further by adding additional criteria such as dollar amount, merchant name or transaction category in either the search bar or filter function.
- From the Home screen, click on Accounts
- Click on the Filter function
- Enter a date range
- Click on APPLY FILTER