Where can I get the transaction history?
To view your Transaction History on both the web platform and mobile app by following these steps:
For Web Users:
Step 1: Access the Transaction History
- On the web platform, go to the Sidebar Menu.
- Click on “Reports” to expand the menu.
- Select “Transactions” from the submenu.
Step 2: View & Manage Transactions
- You will see a table displaying all your transactions.
- If you have multiple accounts, you can switch between accounts to view different transaction histories.
Step 3: Download the Report
- Click on the “Export to Excel” button to download your Transaction Report.
For Mobile App Users:
Step 1: Navigate to Reports
- Tap on the User Icon at the top left of the screen.
- In the Account Information menu, tap on “Reports”.
Step 2: Select Account & Download
- On the Reports screen, select the account for which you want to download the Transaction Report.
- Tap on the Download button to save the report.
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Where can I get the transaction history?
To view your Transaction History on both the web platform and mobile app by following these steps:
For Web Users:
Step 1: Access the Transaction History
- On the web platform, go to the Sidebar Menu.
- Click on “Reports” to expand the menu.
- Select “Transactions” from the submenu.
Step 2: View & Manage Transactions
- You will see a table displaying all your transactions.
- If you have multiple accounts, you can switch between accounts to view different transaction histories.
Step 3: Download the Report
- Click on the “Export to Excel” button to download your Transaction Report.
For Mobile App Users:
Step 1: Navigate to Reports
- Tap on the User Icon at the top left of the screen.
- In the Account Information menu, tap on “Reports”.
Step 2: Select Account & Download
- On the Reports screen, select the account for which you want to download the Transaction Report.
- Tap on the Download button to save the report.
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