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Search Transactions

Last updated:

November 6, 2023

How to Search for a Transaction

On the main Accounts screen you will see a search bar near the top of the screen. Simply search for the transaction you are looking for and the search box will search all accounts for your search keywords.

Comparing 401k vs Roth IRA: Understanding the Differences

Comparing 401(k) vs Roth IRA: Understanding the Differences

Two popular options for retirement savings in the United States are 401(k) plans and Roth Individual Retirement Accounts (IRAs). Both options offer distinct advantages and cater to different financial needs and goals.

How to Retrieve a Receipt From Walmart

How to Retrieve a Receipt From Walmart

Retrieving your Walmart receipt from the Walmart website is an easy task that can be done in just a few simple steps. All you need to do is go to the Walmart website and follow the instructions outlined in this helpful article.

How Much Money You Should Set Aside for Taxes

How Much Money You Should Set Aside for Taxes in 2024

Taxes, as we all know, can be quite a headache. However, by setting aside some of your earnings now, you'll find yourself in a better position come tax time.

A Simple Guide to Cancelling PayPal Transactions

A Simple Guide to Cancelling PayPal Transactions

Whether you accidentally paid the wrong person or the deal fell through, here's a guide on how to cancel a PayPal transaction, and what to do if cancellation isn't possible.

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