Filtering transactions

On the Account Details page, you can filter transactions.

Filter details - Consumer

Filter details - Business/Corporate

To filter transactions

  1. Click or tap an Account. The Account Details page appears.
  2. Click or tap Filters to display filter details.
  3. Do one or more of the following:
    • Select a date range from the Time Period drop-down list. If you select Custom Date, specify dates in the Start Date and End Date Calendars.
    • Select the type of transaction from the Transaction Type drop-down list.
    • Enter the minimum and maximum amounts for the transaction in the Amount fields.
    • (Optional) Specify a check number range in the Check # fields.
    • Select the type of category in the Category drop-down list.
  4. Click or tap Apply Filters. The filtered results appear.

Tip: To reset filters and show all transactions, click or tap Reset.

To hide filters

  • On the Account Details page, do one of the following:
    • In online banking, click or tap Filters.
    • In mobile banking, tap the Filter icon ().