How do I see the transaction history for a Funding Source?

If you want to view or download the transaction history for a specific funding source on your account, you can do so by visiting the Account Balance page within your account. 

From there, you'll want to locate the Funding Source and click on the name of the Funding Source. 

Screen_Shot_2022-07-18_at_11.55.52_AM.png

You'll then be brought to a page with a complete breakdown of all transactions associated with that Funding Source. At the top, you'll see the details of the Funding Source. If you need to edit the details of the Funding Source, feel free to review this article

Below the details, you'll see the Transaction Log along with an option to download a CSV.

Screen_Shot_2022-07-18_at_12.04.23_PM.png

Please keep in mind this is a Transaction Log for that specific Funding Source. If you want to see all transactions for all of your Funding Sources, please visit the Activity Feed page. You can learn more about that page here

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.