Viewing transactions on the Account Details page

On the Account Details page, you can view the following information for each transaction in an account:

Transaction information on the Account Details page

Name Description

Date

The date of a completed transaction. If the transaction is not complete, Pending replaces the date to show the transaction has not posted.

Description

Information about the transaction, such as merchant name, location, or transaction type, that helps the user identify it.

Amount

The amount of the transaction.

Balance

The account balance after the transaction.

Image

The images associated with the transaction, if applicable.

Category The category and category icon of the transaction. This information only appears if you use PFM.