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Transactions and Activity in Q2

How to view transactions in the new online banking system

Written by James Leeson

You can manage your account and review your activity without waiting for a monthly statement by Enrolling in Personal Online Banking.

Once enrolled, log into Personal Online to view your account activity.

Recent Activity

  1. On the Home page, the Recent Activity section shows a consolidated list of activity for all accounts

  2. Click the Filter accounts button to select which account(s) will appear on the list

Account Transactions

  1. To review activity for a select account, click on your desired account within the Accounts section of the Home page

    Note: If your desired account is not listed in the Accounts section, click the View All Accounts button at the bottom of the list

  2. Scroll down to review recent account transactions

  3. To view additional transactions, scroll to the bottom of the page and click the arrow button

    Note: Up to 100 transactions appear on each page

Search and Filter Transactions

  1. On the account page, there are additional options to help you find or manage transactions

    1. Search: Selecting Search creates a search bar above your listed transactions and allows you to find transactions with a matching description or dollar amount

    2. Filters: This button creates several fields to help find transactions based on a date range, description, transaction type (debit or credit), dollar amount, or check number

    3. Quick Transfer: A convenient way to move money between accounts

    4. Export: The Export button downloads your transaction data for use in spreadsheet and accounting programs (.xls, .csv, .ofx, .qfx, and .qbo file formats available)

View Check Images

  1. Once you have located a transaction for a deposit you made or a check you wrote, click on it to view any associated image(s)

    Note: Use the arrow buttons below the image to alternate between front and back views

  2. Transactions with multiple images include a More Details link to see a full list

    Note: Remote deposit transactions may only show an electronic credit image on the Details tab. Click More Details and click on the check item to view the image.

If you need additional assistance, please contact our Customer Experience Team at 781-749-2200. We are available Monday-Friday from 8:30 AM to 5:00 PM and Saturdays from 8:30 AM to 1:00 PM (ET).

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