Viewing Payee History

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You can view a list of transactions associated with certain payees through their history.

  1. Click the Settings cog and select “Payees.”
  2. Hover your mouse over the payee.
  3. Click “History” to open the payee’s transaction history.
  4. A payee’s history can be printed or exported to Excel. Use the date picker to choose a specific date range.

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