Managing Transactions

Clients of firms utilizing Blueleaf have access to a transaction log for all their accounts. In this article we discuss how to access this log and how you can filter/organize your transactions!

Transactions can be accessed from the Transactions tab of the client portal.

From this page you can view transactions in a number of ways. You can view transactions per account by selecting the specific account along the navigation bar on the left (note that transactions for some held-away accounts may not be available depending on the institution).

You can also filter transactions by date or category using the respective filter buttons listed at the top of each column. Or, you can filter to only cashflow transactions (deposits, withdrawals, and transfers) using the checkbox in the upper right. Use these to locate the specific transaction(s) you are interested in viewing!

Lastly, you can update the transaction category by selecting the "Transaction Category" column for any given transaction. Note: this can have an impact on performance calculations, double check with your advisor should you believe any to be categorized incorrectly!

Looking for a guided tutorial? Check out the below video where we cover everything about the transaction log!