Customers can easily search for a transaction in their history using the advanced search. Other history filters can also be added to the search bar.

To search for a transaction the customer first has enter into its global history from the home page of the app :

  • The name of a payer or receiver ;
  • The name of a business, restaurant, pharmacy, etc. ;
  • The amount of a transaction;
  • The name of a previously personalized transaction.

The customer will get a list of all the transactions made according to their search.

In addition to the search bar, a "Filter" icon gives customers options for searching for transactions based on:

  • a start date
  • an end date
  • a start and end date to filter for a specific period;
  • an amount.

Period

Customers can load all the transactions they have carried out before or after a specific date. To go even further, you can combine these two filters to search for transactions over a given period.

The amount

As with the search bar, users can search for transactions equal to a specific amount.

They can also use a sign selector to find transactions less than or equal to or greater than or equal to the amount they want.

Customers can choose to activate an option that allows them to display transactions within a value range of around 10% of the value entered. Handy if you can't remember the exact amount.

Going further

Customers can, of course, combine all these filters and, for example, find a transaction made "at McDonalds for around €10.50 between 12 March and 23 March".

For an even faster search, customers can use a month selector to go back to the date of their first transaction.

Do you have any other question ?
Great !
Back to home
What do you want to do ?
Contact the support Back to home

Powered by HelpDocs (opens in a new tab)