Through the App:
- Log in to your MoneyWellth account.
- On your dashboard, tap View all Transactions under Recent Transactions.
- The search bar allows you to search for transactions and add filters such as the bank account used for the transaction, transaction category, transaction date, and amount.
Through the Website:
- Log in to your MoneyWellth account.
- Go to Budgeting from the left navigation menu.
- Click See Latest Transactions.
- Select the month and year of the transaction and use the search bar to search for any transactions.
You can also add filters such as the bank account used for the transaction, transaction category, transaction date, and amount.