Transaction Inquiry

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Transaction Inquiry

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Via It’s Me 247 Online Banking:

  • Login > My Accounts
  • Click on the name for any of your accounts, or
  • Click on the It’s Me 247 logo in the upper left corner of the screen to move directly to this page
    • This page shows a history of transactions for your accounts. Use the drop-down list at the top of the page to choose any account.
    • Notice that the “Balance” column will show the balance that resulted from each individual transaction.
    • Remember that when you display only certain types of transactions, this will not be a running balance from one transaction to the next.  To see a running balance in your account, click the Show search options button and clear this filter.

Displaying Only Certain Types of Transactions

  • Click “Show Search Options” to display only certain types of transactions in the list.  You can choose from the following options:  Number of items, transaction type, from date and to date.  To close the search fields, click the Hide search options button
  • After making your choice, click the View details button to refresh the list.

Displaying Transaction by Date

  • Your most recent transactions will be displayed automatically. To display a different set of transactions, use the From date and To date boxes to enter a range of dates.  To do this, you can either click the calendar buttons to choose a date, or type the date using a format like this: 05/03/2018
  • After making your choice, click the View Details button to refresh the list.
  • To return to the original list, click the Show search options button, delete the dates from both boxes and click the View Details button again.
    • For some accounts, you might only be able to go back a few months. The length of time that transaction history is available for display in online banking will vary depending on the type of account you’re viewing.

Via Mobile Banking:

  • Login > My Accounts > Click on the + sign to see more options
  • Click on the name for any of your accounts (ex. Savings/Checking – this displays all of your savings, sub savings and checking account)
  • Click on the > symbol to view transactions. The first page displays the most recent transactions. Click on Next button to view more.