You may be able to view details about the transactions displayed on the Account Activity page.

You may also be able to specify a personal note or assign a category to a transaction.

1. Click the Accounts tab.

   Result: The Accounts menu is displayed.

2. Click the Account Activity menu item.

   Result: The Account Activity page is displayed.

3. Click the first line of the transaction's Description.

   Result: The Transaction Detail page is displayed.

4. If available, you can choose to enter a personal note or select a category for the transaction.

   Note: If you don't see the category you need, click Add a New Category to the List to set it up.

5. Click one of the following:
   
   Save Changes to add a personal note or category to the transaction.
   
   Previous Transaction to view the previous transaction in the list.
   
   Next Transaction to view the next transaction in the list.
   
   Return To Account Activity to return to the Account Activity page.

See Related Topics:

• Add a Category
• View Account Activity
• View Account Information
• Split Transaction Amount

Note: It is possible that the online help describes features that we do not support or that are not available to all of our customers. If you still have questions, please contact Customer Support.