If you would like to search for, or view transactions that belong to a specific transaction type, such as ‘Direct Debit’ or ‘Incoming Transfer’, you can do so from the accounts screen: Go to the Accounts screen and scroll down to the list of your past transactions. Type the exact amount you want to search for in the search bar. Or, you can click the filter button and select the type from a drop-down menu in the filter transactions screen. Once you have entered the transaction type you want to see, either hit the enter key or the ‘Apply Filter’ button and your transactions list will only display transactions of that type. From here, 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.
- From the Home screen, click on Accounts
- Click on the Filter function
- Locate the Transaction Type row
- Select the type of transaction you would like to filter by
- Click on APPLY FILTER