Accounts

To access your banking information, select Accounts from the Main Screen.

The Bank Account List screen displays a list of your accounts and their balances. This screen also indicates the last time accounts were updated.

From the Bank Accounts List screen you will see the Account type and number, followed by the cash balance for the account and a description.

If you click on an Account, the transactions for that account will de displayed.

The following options are available when you tap on the Android phone SETTINGS button from the Bank Account List screen or from the Transaction List screen:

If there are additional transactions to download, the final entry in the Transactions List will show this. Selecting this entry will cause the additional data to be downloaded. The number of days’ worth of data to retrieve is specified with the Settings menu option.

See Also
Troubleshooting