Sentry Credit Union Your Digital Banking Guide
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Dashboard Transaction Details
View additional details about each transaction. You can also add tags, notes, and images to each transaction.
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In the Accounts tab, select an account. 1. Click a transaction.
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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 “Attach to a conversation” link to start a conversation about that transaction. Note : Adding a tag makes transactions easier to search. Adding an image is a great way to organize receipts. Try this feature using Sentry Credit Union’s mobile app.
Dashboard: Transaction Details
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