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How do I find a specific transaction?
Normally on the History
- Transactions page, all transactions appear within the selected date
range, but you can find a specific transaction by entering the reference
number. In addition, you can use additional criteria to find transactions.
You can change the date range, type of transaction, and/or amount to display
only the transactions you are looking for. You can choose to display transactions
for a single account or within all of your accounts. For example, you
could display all of the deposits in all of your accounts year-to-date.
To narrow the search for transactions:
- On the History page, select an account from the
drop-down menu or select All.
- To filter by date, enter (or use the calendar to select)
the first and last dates for which to display account activity.
- To display transactions of a specific type, select a transaction type from the Type drop-down menu.
Different types of accounts
allow different types of transactions. For example, you may have ATM, checks,
and bill payments for a checking account, and for a Northern Funds account,
you might have purchases and redemptions.
- To display transactions of a specific amount, select Equal to, Less than, or Greater than, then enter a dollar amount. Enter dollars, or dollars and cents using the format 0 or 0.00. To view transactions of any amount, leave All selected.
- Select any other filters, then click OK.
The account history appears below your selections.
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