Scenario: I want to find two individual transactions. The first is a check, and I need to know when it cleared the bank. The second transaction is a bill payment to the electric utility.
Solution: I use the Account Details page to find the transactions that I was looking for. I use filtering and search to locate the transactions.
Task | For more details |
---|---|
On the Account Details page, I tap Show Filters, and use the check number to filter the transactions. The check appears, and I can see the date that it cleared. | "Filtering transactions" |
I think that I know when I made bill payment, so I tap Reset to clear the filter, and then use the date to filter the transactions. I must have the date wrong, because the payment doesn’t appear. | |
I use search to find the payment. I reset and hide the filters. In the Search description field, I enter the name of the electric utility and press return. All of my payments to the electric utility appear. | "Searching transactions" |
For more information:
©2015 All rights reserved. V