transaction type

The type of financial transaction that occurred in one of your accounts.

Normally all types of transactions appear within the selected date range, but you can select a specific type of transaction using the filter menu at the top of reports in Portfolio Management and Cash Management. Only transactions of that type for the selected account and date range will be listed.

Different types of accounts allow different types of transactions. For example, you may have ATM, checks, and bill payment transactions for a checking account, and for a Northern Funds account, you may have purchases and redemptions.