How To Manage Your Transaction History
A guide on accessing, filtering, and exporting transaction history within the Yeeld app
nstructions on accessing and managing your transaction history within the Yeeld app
Why Managing Your Transaction History Matters
Keeping a close eye on your transaction history is vital for effective financial management. It helps you stay informed about your spending habits, detect any unusual activity, and plan your budget better. The Yeeld app provides easy access to all your past transactions, so you always know where your money is going. Here's how you can manage your transaction history efficiently.
Accessing Your Transaction History
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Finding Your Transactions
- Home Tab: You can quickly view your most recent transactions directly on the ‘Home’ tab, offering a snapshot of your latest financial activity across all accounts.
- Accounts Tab: For a more detailed view, go to the ‘Accounts’ tab. Select the specific account (such as your main currency account, savings, or investment accounts) that you wish to review. All transactions for that account will be listed here.
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Search and Filter Options
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This makes it easier to locate and manage your accounts and transactions with combined search and filter options:
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Account Tab: In the top right corner of the screen, you'll find the search and filter icon. This allows you to quickly filter and search for specific accounts by name, type, or balance, such as "Yeeld" or "USD wallet."
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Inside Any Account: When you select a particular account, the search and filter bars are located just above the transaction list. These tools help you refine individual transactions by date, amount, or type (e.g., payments, transfers, withdrawals), making it simpler to manage your finances and find specific transactions faster.
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Sorting Your Transactions
- Customise Your View: Use the search filter to sort transactions by account type, balance, or name. You can organise your transactions by highest balance, lowest balance, or alphabetically by name (A-Z or Z-A), giving you control over how you view your financial data.
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Exporting Statements
- Downloading Statements: Need a hard copy or digital file of your transactions? Click the three dots in the top right corner of the account screen and select "Download Statements." This allows you to save an itemised report of your transactions for your records, audits, or budgeting purposes.
Why Regularly Reviewing Your Transactions Helps
Regularly reviewing your transaction history is essential to maintaining control over your finances. It helps you:
- Monitor Spending Habits: See exactly where your money is going and identify any areas where you might cut back.
- Detect Unusual Activity: Quickly spot any unauthorised transactions or errors.
- Plan Ahead: Use past transaction data to budget more effectively for future expenses.
By following these steps, you can easily manage your transaction history in the Yeeld app and keep your financial life organised and secure.