Recent Activity

Note: Your FI has a choice of two layouts for the Home page. The following content only applies to users who are using the Dashboard. For more information on determining what Home page your FI uses, visit The Home page.

The Recent Activity tile displays the most recent transactions across all linked accounts. You can filter which accounts appear in Recent Activity using the Filter accounts dropdown. Selecting a transaction will navigate you to the corresponding transaction within the associated account.

Depending on your FI's configuration, your Recent Activity block may look like one of the following:

recent activity tile showing cpfm enrollment

recent activity tile showing non-cpfm