Review Transaction History
Guide to Reviewing Transaction History
Overview:
This guide provides a simple step-by-step process to view your transaction history within your banking interface. Follow these steps to efficiently find and refresh the list of transactions for your preferred account.
Steps:
Go to the Banking Tab:
Start by navigating to the 'Banking' tab in your bank’s website or application. This section typically manages all your financial overview.Select 'Transaction':
Within the Banking tab, look for an option that says 'Transaction' or 'Transactions'. Click on this to proceed to your transactional records.Choose the Appropriate Account:
You might have multiple accounts linked (like checking, savings, or credit accounts). Select the account for which you want to view the transaction history.Click 'Refresh':
To update or load the most recent transactions, find and click the 'Refresh' button. This ensures that your transaction list is up-to-date.
By following these steps, you can easily view your recent and past transactions whenever needed.