Today's Bank Online Bankng User Guide

17

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

D

A. Click the “Add tags” link to categorize a transaction. (Cannot be added to charges that are in pending status.) B. Click the “Add notes” link to add a note to a transaction. (Cannot be added to charges that are in pending status.) 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 Today’s Bank’s mobile app.

Dashboard: Transaction Details