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What is the Account History Page?

This page offers a different way to view your account information. The account name and partial account number are located on the upper left side of the page while the account balance and available balance are on the upper right. Click here to learn more about all of the features on the Account History Page.

On the History page you can:

  • View transactions for all of your available accounts
  • Change the date range to view additional transactions
  • Change the default date range that is used
  • Change the transaction sort order and make it the default
  • Search for transactions, payees or amounts within a selected date range
  • Print out transactions for a selected date range
  • Export transactions for a selected date range
  • Make a one-time transfer between your available accounts
  • Make a loan payment using Move Money
  • Find and use Rewards program offers

The Account History Page is a compliment to the Consumer Home Page and both will continue to evolve and improve. So, if you have any ideas on how we can improve the look, feel and use of your Account History Page, please use the Make a suggestion link and let us know.

What is the Account History Page?

 

What's on the Account History Page?

We hope that you will take a few moments and try all the buttons and links to see what the Account History Page can do. It has transactions for all of your accounts and loans. At the upper left of the page you will see the account name with last four digits of the account number. Next to the account name and number there's a Change Account link that lets you quickly switch from your primary account to another account.

Below the account name you'll find the current date range for the transaction list (for example, April 2 - April 11, 2011) and you can use the left and right buttons () next to the date range to go forward or backwards in time to explore adjacent transactions. Or you can switch to another time period using the date range dropdown. Click here to find out more about changing the date range.

To the right of the date range you will see the Make a transfer icon and link that opens the Move Money window where you can make a one-time transfer between your accounts or transfer funds to a customer you have previously set up at your financial institution. You can also use Move Money to make a loan payment.

To the right of Make a transfer you will find the Export icon and link, that when selected opens an Export window that enables you to export your transactions. To the right of the Export link you will find the Print icon and link that open a new window with the transactions presented in a print-friendly format. At the upper right of the page you will find balance information displayed for that account (e.g., Balance and Available Balance).

Just below the Transfer, Export and Print links is a field that helps you search for specific transactions. Use the show items containing field to enter exactly what you are looking for: a payee (like Target or Safeway), a check number, or specific dollar amount. The page will refresh with anything that matches your filtering criteria within the selected date range. If no results are returned, you will have the option to widen the search range of dates.

Your Transactions

Your account transactions area is located on the left side and takes up most of the page. This is where you can see the most recent account activity sorted by date with your most recent transactions at the top. Click here to see how to change to another account or click here to see how to change the column sort order.

You can also access older transactions for that account using the () buttons to go forward or backward in time. Or you can change the date range using the date range dropdown list. Click here to see how to enter a custom date range and make it your default date range if desired.

Each transaction shows the most relevant information for the type of account that's selected. The screen example below shows the columns that are available for a checking account: Date, Description, Deposit, Withdrawal, and Balance. NOTE: If memo text is added for a check transaction, the memo will appear in the Description column.

Transaction Details

Make a transfer

Just select the Make a transfer link that's next to the Print link to make a one-time transfer between your accounts. You can also use Move Money to make a loan payment.

Selecting the Make a transfer link opens the Move Money window above your account history list. Just enter the amount, select the transfer To and From accounts, then click the Transfer button and confirm the transfer details and you're done. Transactions now post quickly when you complete a transfer. This means that we will automatically refresh the page (to get the new account balances) when you close the transfers success window.

NOTE: If you are making a loan payment, additional fields may be available to enter the required information. If available, additional transfer options may be found within the main Internet Banking pages.

Make a Transfer

Account Summary

The account summary window is displayed in the upper right hand portion of the screen and shows the account Balance and Available balance along with the See account details link. Clicking on the See account details link expands the display with additional account information if it is available. To hide the additional account information, just click the Hide account details link.

Account Summary

Rewards Program

The Rewards program is an easy way to put a little money back in your pocket just by shopping for things you already use. If an account is eligible for the Rewards program you will see offers in your transaction list and find the 'Rewards' section just below the account summary. Clicking the View your offers link opens the Rewards program summary page with a list of all new and current offers and recent rewards.

Rewards Program

 

Where can I access the Account History Page?

As you might imagine there are several ways to get to the Account History Page. One or more of the following access points may be available to you.

From the Consumer Home Page:

  • Account Name - Click the blue account name to open the Account History Page with transactions for that account.
  • Quick Peek - Within the Quick Peek overlay just click the Go to account history link at the bottom of the display to open the Account History Page with recent transactions for that account.

Account History Link

 

How do I create or change nicknames for my accounts?

If available, it’s very easy to do:

  1. Click My Settings at the top navigation within Online Banking.
  2. Click the Rename & Hide your accounts link (the name of the link may vary) in the Other settings section.
  3. Find the account you want and type the new name in the Rename Account field.
  4. Repeat this for each account that you want to change.
  5. When finished, click the Done button.
  6. You should see your account nicknames the next time you log in to Online Banking.
  7. NOTE: These changes can take up to five minutes or more to take effect.
 

How can I export my transactions?

You can now export your transactions from the Account History Page using two basic export options: Comma Separated Value (.csv) and OFX (.ofx) formats. CSV can be used with Excel or similar software while OFX (.ofx)is used by some software vendors (e.g., MS Money) to export transaction data.

Both types are available for all accounts and will extract all transactions within the selected date range.

NOTE: If no transactions are available for an account within the selected date range, the Export button will be grayed out (disabled) and cannot be selected.

To export to Excel using FireFox*:

  1. First make sure that you have the date range for the data you want to export (month, 30 days or custom date range).
  2. Click the Export button with CSV selected (the default).
  3. Select the Open with Microsoft Excel radio button (or you can select a different export option from the dropdown list).
  4. Click the OK button to open the Downloads window with the downloaded file at the top of the list.
  5. Double-click the file to open the data in Excel.
*These steps may vary depending on the browser type you are using.

Export to CSVExport SelectionExport Finished

 

Can I copy and paste transactions into a spreadsheet?

Yes you can copy data from the transaction list and paste it into standard spreadsheets like Excel. Just highlight and copy the data you want (e.g., date, description or amount) and paste it into a row of the spreadsheet or anywhere you want (Word doc, notepad, etc.).

 

Can I do a browser search on the History Page?

Yes you can use Control + F to do a simple browser search for an amount, date, check number, payee name, etc. Let's say you have several months of transaction history displayed and you are searching for a specific check number. Just open the browser search field (Ctl F) enter the check number and click the Next button. If needed, you can also narrow the search by selecting the Match whole word only and Match case check boxes.

 

How do I select a different account?

To switch from viewing your primary account, just click the Change account link or drop-down arrow to open a list of your active accounts. The current account is highlighted on the list and just click on a different account name to select it. When a selection is made the page refreshes with transactions for the new account.

Change Account

 

Where do I find my transactions?

The transaction list shows your most recent transactions in descending order by date for the date range displayed. The transaction description appears on the first line along with other relevant information (e.g., amount and balance). If the transaction is a check, you can click the check number link to see the front and back of the check image.

The screen example shows the fields that are displayed for a checking account: Date, Description, Deposit, Withdrawal, and Balance. The columns displayed may vary depending on the type of account that's selected and the data that's provided.

You may have noticed the Make a transfer icon and link in upper right corner of the transaction list. Just click the icon or link to open the Move Money window.

Transactions

 

How do I narrow my search for transactions?

Just below the 'Make a transfer', 'Export' and 'Print' links you'll find a 'Show items containing' field that allows you to filter your search for a specific item or group of items by entering key words in the field. You can use numbers, letters, or a combination of the two (e.g., Target, 25.00, #1234, etc.).

The system will return all of the results that match the key word(s) for the selected date range in the transactions list located just below the filter field. In the example below, entering Chev in the field returned results for Chevron.

Narrow Search

The system combs through the Description, Deposit and Withdrawal columns based on the selected date range and displays any matching values. If no matches were found, the system will prompt you to Try last 90 days and use a wider date range.

No Results

Selecting the Try last 90 days link resets the date range to the past 90 days. Otherwise, you can click the Clear link to remove the current filter values and start over.

To use filtering:

  1. First make sure that you have the date range that you want to search (month, 30 days or custom date range).
  2. Enter the specific value that you are looking for in the Show items containing field. (The page will refresh again to show only matching items.)
  3. If the system could not find any match, you'll have the option to Try last 90 days (as shown above) or click Clear to start over.
  4. If you still weren't able to locate the item you want, consider adjusting the date range further and try again. Click here to see how to select a new date range.
 

How can I change the date range and make it my default?

You can change the date range by selecting your desired date range from the date range dropdown list. To make the new range your default date range, choose Always use this date range from the date range dropdown list. The options that can be used to set the date range are: 10 day, 30 day, or monthly increments. NOTE: Custom date ranges are not allowed as a default.

When you set a new date range as the default, the system displays a temporary green check mark to the left of the new value. Otherwise, a warning icon will alert you that the new date range was not saved. If an error condition should occur, just try selecting Always use this date range again.

Temporarily Changing the Date Range

You can use the handy left and right buttons (Nav Buttons) to go forward or backwards in time to explore adjacent transactions. Or to select a different date range just click on the date range dropdown and select another time period.

Use a Custom Date Range

To enter a custom date range, click the From calendar icon and use the « » controls to navigate to the month you want and click on the date you want. Repeat those steps for the to calendar icon and and click the Go button to display transactions for the new date range.

Change Date Range

 

How do I change the sort order and make it my default?

By default your sort order is date descending (meaning that the most recent transactions are at the top). If you would like to change the default sort order, click the arrow to reverse the sort to date ascending (oldest transactions at the top) and your preference will automatically be saved. Please note that saving your default sort order only applies to the Date column.

If you want to change the sort order just click on another column header, except for the Balance column which cannot be sorted. NOTE: If the sort order of any column is changed (other than Date), the Balance column will not be displayed.

Change Sort Order

 

Where can I find my check images?

If this feature is available, whenever you have a check transaction in the list it will be displayed as an active link if the check image is available. Just click the link to view the check in an area that opens below. Then click the Close button when you are finished.

Please NOTE: You will not be able to access check images that have been available for more than 120 days. For expired checks, the check number will no longer display as an active link but instead it will be a solid number.

Check Image

 

Why can't I see my check images?

Typically all check images are displayed online for 400 days, then they expire and can't be displayed. An expired check displays a solid check number (not as an active link) and can no longer be selected.

Please NOTE: If you need to view a check image for a specific check that was cashed more than 120 days ago, please contact us to see if the check image can be retrieved for you.

 

How do I print my transactions?

In the upper-right portion of the transaction history list, you will also find a Print icon and link that, when selected, open a new window with the transactions presented in a printer-friendly format. The transactions that are printed match the same date range and transactions that are displayed on the page. The standard browser Print window opens over the transaction list and gives you the option to select another printer (if needed). Clicking the Print button sends the transaction list to the printer.

Print Transactions

 

How do I print my checks?

Click the link provided to view the check image then with the check image open click the Print icon or link that's above the transaction list. The front and back of the check are displayed and the standard browser Print window opens over the check images. You can select another printer (if needed), then click the Print button to send the check images to the printer.

Print Check

 

How can I make a one-time transfer using Move Money?

In the upper right portion of your account transaction list you will see the Make a transfer link and clicking the link opens the Move Money window. Select the From and To accounts, enter the transfer amount then click the Transfer button. If it applies, the number of transfers available and number of transfers used for the month will be displayed below the From or To field (or both).

Move Money

You will get a message asking you to confirm the funds transfer, as seen in the example below.

Confirm Transfer

When you click the Make Transfer button a transfer complete window will display with all of the relevant transfer details and the option to Make another transfer or Print the transfer details. Transactions will post immediately when you complete the transfer.

This means that we will automatically refresh the page (to get new account balances) when you close the transfers success window shown below. NOTE: If an issue should occur during the transfer process, an error message will instruct you what to do next.

Transfer Success

 

How do I make a loan payment using Move Money?

Make a Loan Payment

To make a loan payment using Move Money:

  1. Click the Pay link near the account balance to open the Move Money window.
  2. Select the From account from the drop-down list (the Available dollar amount will be displayed)
  3. Select the To account from the drop-down list (the Balance amount will be displayed)
  4. Review the Amount to be paid
  5. Click the Transfer button and review the payment details
  6. Click the Make Transfer button to complete the payment and display the payment details
  7. Click Make another transfer to make another transfer or payment, click Print confirmation to print out the payment details, or click Close to close the Move Money window
 

How do I make other transfers?

Additional transfer options may be available within the main Internet Banking pages.

 

How long does it take for transfers to display?

Transfers made on the Consumer Home Page will display immediately in the My Accounts list and the Account History Page transactions list if it's supported. This means that we will automatically refresh the page (to get new account balances) once you close the transfers success window.

 

How do I use the Rewards program offers?

If an account is eligible for Rewards program and offers are available for that account, you may find offers in your transactions list. If there is an offer attached to a particular transaction, the offer will appear on the second line of the transaction details, as shown below.

The yellow section in the transaction history example below shows a “New Offer” that has not been added to your card.

Rewards Inline Offers

Activating an offer When you click on the yellow section, the offer will expand and automatically add the offer to the debit card associated with the account, as shown below. Then when you shop at the sponsoring merchant and use that debit card to pay for the transaction, you earn the reward.

You can also read the full offer details there on the page or click the View All Offers icon to go to your Rewards Summary page.

 

How do I use the Rewards program summary page?

You'll notice right away that the summary page is arranged in three tabs: Recent Offers, Expired Offers and Rewards Earned. You'll find a list of every new and active offer for that account in the Recent Offers tab with the most recent arrivals at the top of the list. Clicking on a Merchant Logo puts the offer on your debit card.

Recent Offers

You can review all of the offers that have expired in the Expired Offers tab. Clicking on a Merchant Logo shows the complete offer details.

Expired Offers

You can also see how much you have earned in the Rewards Earned tab. These redeemed offers are arranged by month. This is how it works, if you make a qualifying purchase with your debit card in April, it will be shown in the Rewards Earned column as being deposited into your account at the end of May.

Opting Out of the Rewards Program

If you decide that you want to opt out of the Rewards program for a specific account, just click the Stop receiving all offers link near the bottom of the page and click Yes in the resulting popup to confirm that you no longer wish to receive offers for that account. NOTE: To start seeing offers again, click the Get Started link at any time in the Rewards module to opt back in to the Rewards program.

Rewards Summary

 

Where can I find an account's details?

The account details window is displayed in the upper right hand portion of the screen and shows the most relevant information for the selected account along with a See account details link.

Account Summary