< All Topics

Account Transactions Screen

The Account Transactions Screen provides a detailed view of the transactions for a specific account. To access this screen, tap on the desired account listed on the Accounts Screen.

Features and Details

  1. Default Date Range
    • By default, the screen displays the transactions for the last 1 month.
  2. Changing the Date Range
    • To view transactions for a different date range:
      • Tap the filter icon located next to the date information at the top of the screen.
      • Select your desired date range using the calendar that appears.
  3. Transaction Types Displayed
    • Once filtered, all transactions for the selected date range are displayed, including:
      • Income and Expense Transactions:
        • Displays the transaction category, date, and amount.
      • Transfer Transactions:
        • Displays the source or destination account, date, and amount.
  4. Amount Colors
    • Red Amounts: Represent expense transactions or outgoing transfers to another account.
    • Green Amounts: Represent income transactions or incoming transfers from another account.

The Account Transactions Screen gives you a clear and organized view of all activities associated with a specific account, making it easy to analyze and track your financial transactions efficiently.