View or download transactions

Image of Home page with Recent Transactions list and Account picker option

You can view up to 10 transactions in Recent Transactions on the Home page.

  • Use Dropdown arrow image to select another account.
  • Select Image of a check with a pen to open an image, and hover over the image to enlarge it.

How do I view or download specific transactions?

Image of the Account menu selected and the Transactions page with a list of transactions
  1. Select Accounts to view the most recent transactions with options to search, filter, or download transactions.

Use Dropdown arrow image to select another account, or select Date, Description, Debit, or Credit to change the transaction sort.

  1. Optional. Select Image of Search textbox for transactions and enter a Check number, Date, Description, or Debit/Credit amounts.
  2. Optional. Select Filters button and apply a filter to narrow your search.
  • All transactions
  • Current activity
  • Previous statement
  • Since last download
  • Date range
Date: Type:
All transactions All
Current business day Credits/Deposits
Previous business day Debits/Withdrawals
Current activity Checks
Previous statement  
Date range  
  1. Optional. Select Download button and Comma-separated values (.csv) to download your transactions. If your financial institution is licensed and set up for Quickbooks or Quicken, you can download transactions using the .qbo or .qfx file formats as well. Full download functionality with the Down arrow with New download text option will be coming soon!

Use Image of a Dollar sign representing a deposit transaction to view or print deposits and the content that make up the deposit or use Image of a check with a pen to view or print checks.

Frequently asked questions:

Currently check and deposit images are available for banks using Director and Titan. Images that appear on Abiliti Web will also appear in Abiliti Mobile.

Up to two months of transaction history displays in the app.