History - Daily Balances

This page lists the ending balance for each day on which transactions posted within the selected time period.

You can:

• Change the date range
• Sort the list
• Select different account(s)
• Go to other reports for the same account

To change the date range:

1. Select Last 7 Days, Last 30 Days, Last 60 Days, or All Transactions from the dropdown menu.
   
   OR
   
   Enter your own from and to dates.
2. Click Display.
   The page refreshes to display daily balances within the selected date range.

To sort the list:

1. To sort the information displayed, use the sort icons next to a column title to sort by that column.
   • Click the top sort icon  to sort a column in alphabetical (A to Z) or numerical order (lowest to highest number).
   • Click the bottom icon  to sort a column in reverse alphabetical (Z to A) or reverse numerical order (highest to lowest number).
     
     The page refreshes using the sort order you selected. The top or bottom sort icon for a column is darkened to indicate the current sort order.

To select different account(s):

1. Select another account from the Accounts dropdown menu.
   
   OR
   
   Select All (the first option in the Accounts dropdown menu) to view daily balances for all of your accounts together.
   
   OR
   
   Select the ALL option for the type of account, such as Banking (ALL), to view daily balances for all accounts of that type together.
   
   OR
   
   Select an account consolidation you have created.
2. Click Go.

To view another report for the same account:

1. Select another report from the Go To dropdown menu, then click Go.

To find more detailed information about Private Passport Bill Payment

1. Access Bill Payment, and then click the Help option in the top right of the Bill Payment window.