1. From the landing page, select the account from which the transaction occurred.
2. You can search by name or use the filter option to narrow the results by date, credit or debit, amount of the transaction, transaction type, or check number.
3. Once you have found the transaction, click directly on it.
4. The details screen allows you to edit the transaction category, add a note, export the transaction into an excel document, or report the transaction.