« Back to support home

How do I search for transactions in digital banking?

Account transactions can be searched in digital banking by amount, date, tags, etc.

Online:

  • Log in
  • Click Accounts
  • In the Accounts section, select the account you would like to search
  • In the Activity section, select the magnifying glass icon
  • Click on the Search and sorting options to open Advanced Search in digital banking
  • On the Advanced Search window, you can select specific search filters and select Search

Mobile app:

  • Log in
  • Select your account you want to search
  • Select Transactions
  • Tap the magnifying glass icon
  • Tap the gear icon to use Advanced Search options

Trailhead Credit Union is a Portland-based, member-owned financial institution serving people who live or work in Multnomah County. We offer secure mobile banking, competitive checking accounts, and personalized support from a local team. Learn more about becoming a member here.

Search for another topic