Transactions - History & Forecast


Below is the Transactions graph which shows by default all credit card and ACH transactions for the last 6 months and the next 6 months. 

Navigate to this graph by going to the Dashboard tab once logged in.


Ways to view this graph:

  • Toggle All, CC, & ACH in the upper right-hand corner to view the desired transactions.
  • Click on each of the filters under the graph in the legend to view only the historical or forecast data that you wish.