How do I search for a specific date range in my account history?

To filter transactions

  1. Click or tap an Account. The Account Details page appears.
  2. Click or tap Filters to display filter details.
  3. Do one or more of the following:
  • Select a date range from the Time Period drop-down list. If you select Custom Date, specify dates in the Start Date and End Date Calendars.
  • Select the type of transaction from the Transaction Type drop-down list.
  • Enter the minimum and maximum amounts for the transaction in the Amount fields.
    (Optional) Specify a check number range in the Check# fields.
    (Optional) For PFM users, select the type of category in the Category drop-down list.
  • Click or tap Apply Filters. The filtered results appear.