How to Edit Transactions From a Mobile Device
This training guide will demonstrate how to edit transactions from a mobile device.
Please note: Contact your advisor if you have any difficulty. [Chris Storace] [925.457.1409]
1. After signing into the mobile site, select Transactions.
1 | Client Site: How to Edit Transactions From a Mobile Device
How to Edit Transactions From a Mobile Device
2. Tap on the Transaction you wish to edit
2 | Client Site: How to Edit Transactions From a Mobile Device
How to Edit Transactions From a Mobile Device
3. Tap the Description and create a new one.
3 | Client Site: How to Edit Transactions From a Mobile Device
How to Edit Transactions From a Mobile Device
4. Tap the Category drop down arrow to see a list of options.
4 | Client Site: How to Edit Transactions From a Mobile Device
How to Edit Transactions From a Mobile Device
5. Choose the Category that best describes the selected transaction.
5 | Client Site: How to Edit Transactions From a Mobile Device
How to Edit Transactions From a Mobile Device
6. To create a Rule check the box that reads update all transactions containing “description�.
6 | Client Site: How to Edit Transactions From a Mobile Device
How to Edit Transactions From a Mobile Device
7.
Once completed, Click Save to save any changes made to your transaction.
The System will take a moment to Update Transaction History
The Transaction has now been successfully saved. 7 | Client Site: How to Edit Transactions From a Mobile Device
How to Edit Transactions From a Mobile Device
8 | Client Site: How to Edit Transactions From a Mobile Device