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emilymegc
Level 1

I added a second bank account because I sometimes use my monzo card not my HSBC card to buy lunch, but now I can't figure out how to view all of my transactions from both cards and its just showing my monzo incomes an outgoings

 
1 REPLY 1
JessT
Moderator

I added a second bank account because I sometimes use my monzo card not my HSBC card to buy lunch, but now I can't figure out how to view all of my transactions from both cards and its just showing my monzo incomes an outgoings

It's great to see you here, Emily!

 

I'll help you show the transactions of the cards you have.

 

There are filters in the Transactions section that you'll want to check out. One, in particular, is the Account filter. you can set it to All, so you can see all the transactions of the accounts you have. Another is the date range filter. I would recommend choosing a wider range, such as Last 12 months, to accommodate the many transactions on your list. The last one is the Type filter. You'll want to set it to All, to show both your business and personal transactions.

 

accounts list.JPG

Transactions filter.JPG

 

Since you're dealing with transactions now, you may want to check about categorizing them. If you'll still need help, please don't hesitate to reach back out. Have a good day!

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