Charter Bank Personal Banking Guide

21

Accounts Transaction Details

Access additional details about your transactions.

1

On the dashboard, select an account to view the Account Details screen. 1. Click a transaction.

A

B1

B

B2

B3

A. Click the icon to download transaction details. B. Click the Category button to categorize a transaction. 1. Click the icon to add a category. 2. Click a category to categorize the transaction. 3. (Optional) Check the box to automatically apply this category to all similar transactions.

Accounts: Transaction Details

Made with FlippingBook flipbook maker