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How can I consult account information in the Accounts tab?
The Accounts tab shows an overview of all your accounts, balances and date of last update.
View the account statements
- Click on an account to view the statements and transactions for that account.
- Scroll down through 200 days of account information.
- Search for a transaction on this account using the search options on the left.
The search limit is 2 years in the past.
- Click on a transaction to view the transaction details.
Modify an account Alias
- In the account overview, hover over the Alias column and click the alias name.
- Save or cancel your modifications.