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How do I search for a transaction?
How do I search for a transaction?

Learn how to filter your transaction list by date, keyword, or transaction type.

Kat avatar
Written by Kat
Updated over a week ago

You can easily filter your transactions based on your preferences within your NorthOne Account both on desktop, and on the NorthOne app.

On desktop:

You'll find your transaction list on your front page right after you log in. From here you'll have two options:

  1. "Search" by name of Merchant or Recipient

Or

  1. "Filter" by Date, Amount, or Payment Method

  2. Click "Apply Filters"

On the NorthOne App:

  1. On the front page of your Account after logging in, click on the magnifying glass icon in the top right hand corner

  2. Search by name of Recipient or Merchant in the search bar along the top

  3. Or, select a filter option from the list below the search bar

  4. Click "Show me the Results!"

  5. If you want to add an additional filter, select another option from the same list. All filters will be applied to your search.

  6. If you want to download your filtered list, click the download button to the right of the search bar.

For information on how to download your Monthly Statements or Transaction List, click here.

NorthOne is a financial technology company, and not a bank. Banking services are provided by The Bancorp Bank; N.A., Member FDIC.

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