Quickly review all transactions associated with a specific credit card.
Who can use this feature
- Owner (can view transactions for any card)
- Admin (can view transactions for any card)
- Member (can view transactions only for their cards)
Step-by-Step guide
- Go to the Cards section (left menu navigation).
- In the Cards listing, click on the card you want to review.
- The Transactions section at the bottom of the page displays all transactions for that card. By default, only transactions from the past 30 days are shown.
- To view all transactions or filter by specific dates:
- On desktop:
- click the
Last 30 Days dropdown next to the search bar. - Select your desired date range.
- On mobile:
- Tap the Filter (
) icon next to the search bar. - Select your desired date range.
- Click Apply to update the transaction list.