Transaction Search assists the client in searching for specific transactions. Any or all of the search criteria may be applied depending on how detailed you want the search. Transaction Search is reached from the History button drop-down list.
This feature searches for specific transactions through a number of functions; the search criteria are listed below:
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Cycle: Default is always All |
All Previous Business Day Current Statement Previous Statement |
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Transaction Type: Default is always All |
All Checks Debits Deposits Credits |
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Sort by: |
Date-Ascending Date-Descending Check Number-Descending Description Transaction Type Amount-Ascending Amount-Descending |
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then by: |
Date-Ascending Date-Descending Check Number-Descending Description Description-Ascending Transaction Type Amount-Ascending Amount-Descending |
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then by: |
Date-Ascending Date-Descending Check Number-Descending Description Description-Ascending Transaction Type Amount-Ascending Amount-Descending |
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Date: (enter as MMDDYYYY) |
Thru: (enter as MMDDYYYY) |
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Amount: |
Thru: |
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Check Number: |
Thru: |
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Export Format: |
Comma Separated File [.CSV] Intuit Quicken [.QIF] Microsoft Money [.OFX] Intuit Quickbooks [.IIF] |
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For more information on the export feature see Export Transaction. |
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Use this procedure to search for a specific transaction:
On the Accounts page, click on account number in the Number column.
On the Balances page, from the History button, select Transactions Menu .
In the Transaction Search area, select as little or as much information from the drop-down lists as necessary per search.
To search with ranges, type in a Date: range, Amount: range, and/or Check Number: range.
Click Display.
Note:
The more fields completed in the Transaction Search, the more accurate your results.
Export Transactions
From the Transaction Search menu you can export transaction information for use with a Personal Finance Management (PFM) application, such as Intuit's Quicken, Microsoft Money or Excel, and Windows Clipboard or Quickbooks. Refer to Export Transactions for more information.
Image Retrieval
If your bank supports image retrieval, the Image Search area of the Transaction Search menu is where you can search for specific check images. Required fields of this search are denoted by an asterisk.
To view check images simply insert the check number and click Display. Refer to Image Retrieval for more information.