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Transactions - History & Forecast

Transactions - History & Forecast

Owned by Desiree Collins (Unlicensed)
Last updated: Dec 01, 2017 by Beth Fitzgerald (Unlicensed)

Below is the Transactions graph which shows by default all credit card and ACH transactions for the last 6 months and the next 6 months. 

Navigate to this graph by going to the Dashboard tab under your location.


Ways to view this graph:

  • Toggle All, CC, & ACH in the upper right hand corner to view the desired transactions.
  • Click on each of the filters under the graph in the legend to view only the historical or forecast data that you wish.

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