How to View Past Transactions from your Dashboard

Julianne Manning -

You can view past transactions from your Dashboard simply by filtering the month, year, and your preferred view.

To see the calendar view, click on the drop-down arrow next to Summary and Graph and click on Calendar. Then you can click on the drop-down arrow on the right-hand side to choose which month and year you wish to view.

 

 

If you prefer, you can click on the drop-down arrow next to Summary and Graph and click on Transactions. Here you will see your transaction list that you can print or download as an Excel spreadsheet.

 

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