View Trends in a List

  • Updated

The Trends tool can also display trends as a list rather than a chart. This can be helpful for those who use screen readers to interact with their computer or for those who prefer to see raw data.


  1. Click the list button on the top left to access the list view.
  2. Click a category on the left to see a list of subcategories.
  3. Click an amount under a month on the right to bring up a list of transactions for that particular category and month.
  4. Click a subcategory on the left to see only that subcategory.

To learn more about the Trends tool, watch the quick clip here.

Disclaimer: The functionality of this software varies depending on which financial institution you use. Not all content in this help center will apply to your experience.

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