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
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