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How can I consult account information in the Accounts tab?

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The Accounts tab shows an overview of all your accounts, balances and date of last update.

  • 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.

  • In the account overview, hover over the Alias column and click the alias name.
  • Save or cancel your modifications.

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