Smart Connect

Where can I find transactions for an account?

Expand a financial institution card and click on the account name. Transactions will be listed in the account details.

To review transactions for an account, expand a financial institution card and click on the account name. Transactions will be listed in the account details.

You can use the search bar to find transactions using any details available within the table. Here, we searched for a transaction by amount:

You can also filter transactions by date as shown in the dropdown here: