Transaction Search

Heritage Online Help Centre

Accessible on the Transactions page.

Perform Basic and Advanced searches through your transactions on a particular account. You can change between the search types by clicking the Basic or Advanced toggle on the bottom right of the search section.

 

Basic Search

When viewing a Transaction Listing you can customise this listing using the Basic Search function.

Using Basic search you can filter transactions on a specified account based on a recent Date range (e.g. Last 30 Days, All Available Dates), or simply view a number of recent transactions via the Transaction range drop down list. Set up the default transaction listing range shown via Manage Personal Settings under the Settings menu.

Advanced Search

When viewing a Transaction Listing you can customise this listing using the Advanced Search function.

Using Advanced search you can filter the transactions shown. You can also perform a search for a particular Keyword present in the narration of the transaction, for any transactions between a minimum and maximum amount, a start and end date as well as filtering the transactions based upon type.