How to Filter Transactions?

Sequence > Left Navigation Bar > Banking > Accounts

  1. Follow the above-mentioned workflow to land on the My bank accounts grid.
  2. Click the account you want to filter the transactions for. Doing so opens the transactions grid for the selected bank account.
  3. Click the filter icon. Doing so reveals the available filters.
  4. Using these filters, you can filter grid data on the basis of a specific keyword, date range, and transaction range.
  5. In case you do not want to include withdrawals, unmark the Withdrawals checkbox.
  6. In case you do not want to include deposits, unmark the Deposits checkbox.