View Transaction Detail

You can view additional detail about some of the transactions displayed on the Account Activity page. You may also be able to add a personal note or assign a category to a transaction.

From the Accounts menu, click Account Activity.
Result: The Account Activity page is displayed.
If the account you want to view isn't displayed, select the account and click Go.
Result: Recent transactions for the selected account are displayed.
Click the first line of the transaction's description.
Result: The Transaction Detail page is displayed.
If available, you can choose to enter a personal note or select a category for the transaction. Then click Save changes.
Note: If you don't see the category you need, click Add a New Category to the List to set it up.
Do one of the following:
- Click Previous Transaction to view the previous transaction on the list.
- Click Next Transaction to view the next transaction on the list.
- Click Return To Account Activity to return to the Account Activity page.

Parent topic: Account Information

See Related Topics:

Add a Custom Category

View Account Activity

View Account Information

Split Transaction Amount