Transactions Subtask

Use this subtask to view transactions imported from the Plaid-supported bank account.

All the fields in this subtask are read-only and cannot be modified.

Table Window

Field Description
Date

This field displays the transaction date.

Name

This field displays the transaction name.

Currency Code

This field displays the transaction currency in standard three-character code format.

Amount

This field displays the transaction amount.

Pending

This checkbox indicates if the transaction status is pending.

Check Number

This field displays check identification number used in the transaction.