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.

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  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.
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  3. Click an amount under a month on the right to bring up a list of transactions for that particular category and month.
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  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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