Search for Transactions

On the Account information page, you can use the transaction search feature to quickly find posted transactions by searching by either or both of transaction date or date range and amount or amount range. You can find the transaction search fields on the right side of the Account information page.

Note:

Transaction search results include posted and pending transactions, but do not include scheduled transactions.

To search for transactions on the Account information page:

Specify one or more search criteria.

To search by:	Do this:
Amount or amount range	In the Amount field, type either a dollar amount (for example, 75.00) or an amount range (for example, 25.00-50.00). Notes: The transaction search returns all transactions that match the amount criteria, regardless of whether the transaction is a debit or a credit. For example, a search for 75.00 returns transactions that appear as either 75.00 or -75.00. You can optionally include the dollar sign ($) or the decimal amount (.00). For searches by amount range, the search includes amounts that match the values or fall within the range.
Specific check number or check number range	Checking Accounts Only: In the Check number field, type either a check number (for example, 123) or a check number range (for example, 123-456). Note: For searches by check number or range, the search includes check numbers that match the values or fall within the range.
Specific date	In the Date field, type a search date using MM/DD/YYYY format.
Date range	Do both of the following: Click the Switch to date range link. The Start date and End date fields appear. Type dates in both the Start date and End date fields. Note: For searches by date range, the search includes dates that match the specified dates or fall within the range.

Click the Search button. Transactions that match the criteria appear. If you have specified both amount and date criteria, only transactions that meet both criteria appear.

Notes:

After you search for transactions by using search criteria, the search criteria that you specified remain visible. Click the Clear search button to clear the criteria and display all transactions.
Because searching by check number or check amount can retrieve transactions that are not continuous, the search results do not include running balances in the Balance column when you search by check number or check amount.