View your transactions

Display, search and share your recent transactions

Updated over a week ago

To view your recent transactions:

  1. On the Home screen, tap Activity.

  2. Tap the History tab.

  3. Tap a record to view its details.

  4. To find a transaction, type a search string in the search box. For example, you can type part of the biller's name or an amount or any word or phrase that identifies the transaction.

To share your transaction history:

  1. On the Home screen, tap Activity.

  2. Tap the History tab.

  3. To filter transactions, type a search string in the search box. For example, you can type part of the biller's name or an amount or any word or phrase that identifies the transactions.

  4. Tap the Share icon at the top-right of the screen.

  5. Select how you want to share the exported data (email, SMS, etc.). The information is exported in CSV format, which can be viewed and edited in a text editor or spreadsheet.

To share a transaction receipt:

  1. On the Home screen, tap Activity.

  2. Tap the History tab.

  3. Locate the transaction and tap the record you are interested in.

  4. Tap Receipt.

  5. Tap the Share icon at the top-right of the screen.

  6. Select how you want to share the exported data (email, SMS, etc.). The information is exported in HTML format, which can be viewed in a browser.

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