
The Wallets page
Find and export
Use Search to find a wallet by name or account number. Select Filter, choose a range under By Date, then select Filter. Select Export to download the list.
The wallets filter panel
Wallet details
Select the eye icon on a wallet to open it.
Below is the wallet’s transaction history: date, reference, bank, amount, type, the running balance after each entry, and status. Select Back to return to the list.

Wallet details, with running balance