BankWest: User's Guide Online & Mobile Banking Personal Edition

106

Spending: Transaction Details

2

A

1

B

C

D E F

G H I

On the Home page, click the icon and select “Spending.” 1. Click the “View Transactions” link to view a list of transactions in a specific category. 2. Click a transaction to view more details. A. Click the icon to edit a transactions name. B. Click the icon to flag a transaction. C. Click the Category button to recategorize the transaction. Go to page 107 for more information. D. Click the Date button to edit the date of the transaction. E. Click the Memo button to add a memo. F. Click the Tags button to add a tag. Go to page 109 for more information. G. Click the Split Transaction button to split the transaction. Go to page 110 for more information. H. Use the toggle to hide a transaction from the rest of the application. I. Click the Merchant Logo button to remove the logo.

Personal Financial Management: Online Banking Home Page