Digital Banking User Guide Sovita Credit Union

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Dashboard Transaction Details

View additional details about each transaction. You can also add tags, notes, and images to each transaction.

1

In the Accounts tab, select an account. 1. Click a transaction.

A

B

C

C

A. Click the “Add tags” link to categorize a transaction. B. Click the “Add notes” link to add a note to a transaction. C. Click the icon to add an image to a transaction. D. Click the “Ask us about this transaction” link to send a secure message about the transaction.

Note : Adding a tag makes transactions easier to search. Adding an image is a great way to organize receipts. Try this feature using Sovita’s mobile app.

Dashboard: Transaction Details