Transaction Activity

1. Click the down arrow next to the name of the current account at the top of the page.

2. When the dropdown list of your business accounts displays, click the name of another account.

Note: Transactions cannot be sorted by the data in the Balance column. This column does not display if the data in a column other than the Tran Date is used to sort the transactions.

1. Click any column header (except the Balance header) to sort transactions by the data in the column. For example, click the Withdrawals header to sort accounts by the values in the Withdrawals column. The direction of the sort (either ascending or descending) is indicated by the up or down indicator next to the header.

2. To change the direction of a sort, click the column header again.

Note: When a column header is initially clicked to sort transactions by the data in the column, transactions are sorted in ascending order by the data. If the header is clicked again, the transactions are sorted in descending order.

You may hide or display pending transactions by selecting the Hide Pending check box in the Clear column. If the checkmark is present the pending transactions are hidden.

Note: The checkmark icon represents cleared items, and the clock icon represents pending items.

Note: Some types of transactions, such as pending online transfers, future-dated transactions, pending bill payments, and account holds, do not allow you to update the transaction data. You may only view the data for these transactions; also, detailed data cannot be viewed for all transactions.

1. Click the link in the Description column for the transaction.

2. A pop-up with detailed data for the transaction displays. Click Close to exit from the pop-up, or:

1. If a transaction cleared, type a new Description, select another Category, or type new Memo data and click Update to save the changed data.

2. If a transaction is pending and it is a specific type of transaction (e.g., a “manual” transaction entered as described in Adding a New Transaction), you may type or select new data for each field and click Update to save the changed data. Data is required in the fields with a red asterisk.

1. Click the down arrow next to the Find button near the top of the page and select Description, Date, Amount, or Check # from the drop down list.

2. In the Find box, type the partial or complete word(s) you want the system to find in the Description column, or enter a complete Date (for example, 3/5/2020); or type a complete Amount in dollars and cents (that you want the system to find in the Withdrawals or Deposits column); or enter a partial check number (minimum of 3 digits) or full check number (maximum of 12 digits) to search for a transaction with a specific check number.

3. Click the Find button to only display transactions with the specified criteria in the selected column.

4. To return to all transactions, delete the data from the Find box and click the Find button again.

You may identify any cleared transaction listed on the page as reconciled by clicking the check box in the R column for the transaction. (This check box does not appear for pending transactions.)

To add a new transaction such as a check or deposit:

1. Click Add Transaction in the bottom right corner of the page.

2. On the Add Transaction window, type a complete Date (for example, 3/5/2020) or click the calendar icon to select a date, and type/select the correct data in the other fields on the window. Required fields are marked with a red asterisk.

3. Click Save. Each added transaction is processed similar to a typical transaction. After it is cleared and reconciled, it is automatically removed from the Transaction Activity page following the number of days defined in the History Days field on the Page Preferences page.

Note: A transaction may only be deleted if it is added as a “manual” transaction as described in Adding a New Transaction, or represents a pending scheduled transfer.

1. Click the trash can icon displayed in the Description column for the transaction.

2. When the Confirmation pop-up displays, click YES-DELETE to confirm the deletion or NO to stop it.

1. Click the Print icon at the top or bottom of the page.

2. When the Confirmation pop-up displays, select the Current Page or the All Pages option to print only the current page of transfer data or all the transfer data.
3. Click Print to print the requested data or Cancel to return to the Transaction Activity page.

1. Click the Export icon at the top or bottom of the page.

2. On the Export Options pop-up, select an option and click Continue.

3. When the Export To … pop-up displays, select options for the export process and click Export, or click Cancel to exit from the pop-up without exporting data.

4. Depending on the export option selected in step 2, the export process occurs automatically (for example, a Quicken export connects to your financial institution and downloads the requested data to your Quicken program) or a File Download window prompts you to save the export file or find an online program to open it.