Issuu on Google+

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


How to Edit Transactions From a Mobile Device