Working with Transactions – First National Bank of South Miami

With FNBSM Online, you can view transaction history and see additional transaction information.

FNBSM Online can show you the following details about transactions:

Transaction title
Date
Amount
Similar transactions

When available, FNBSM Online shows location and merchant information for the transaction.

FNBSM Online also shows check images in transaction details for mobile, in-branch, and ATM deposits.

Users can add the following information manually:

Tags
Notes
Images

Tagging a transaction
Tags empower you to create and assign categories to transactions, helping to locate certain types of transactions quickly.

Choose an option for finding the relevant transaction.
- Select a transaction from the Activity section of the Dashboard screen, which shows activity for all accounts at once.
- Select an account from the Accounts area of the Dashboard screen to view transactions for a specific account.
Select a transaction.
In the Transaction details window, select Add tags.

Choose a situation and follow the corresponding steps.

Situation	Steps
Creating a new tag	Select + Add tag. Using the keyboard entry that appears, input a tag name. Select Done.
Assigning an existing tag	Select a tag from the list of previously created tags.

After adding a tag to a transaction, the Add tags icon and text color turn green on the Transaction details screen, and any tags appear below the icon.

Adding notes to transactions
You can use this feature to add notes to their transactions.

Choose an option for finding the relevant transaction.
- Select a transaction from the Activity section of the Dashboard screen, which shows activity for all accounts at once.
- Select an account from the Accounts area of the Dashboard screen to view transactions for a specific account.
Select a transaction.
In the Transaction details window, select Add notes.
Enter the note, and then select Done.
After adding a note to a transaction, the Add notes icon and text color turn green on the Transaction details screen, and the note appears below the icon.

Adding images to transactions
You can use this feature to add images to their transactions.

Choose an option for finding the relevant transaction.
- Select a transaction from the Activity section of the Dashboard screen, which shows activity for all accounts at once.
- Select an account from the Accounts area of the Dashboard screen to view transactions for a specific account.
Select a transaction.
In the Transaction details window, select Attach image.
Upload the image using the default upload option that appears.
The default upload option varies depending on the device and browser used.

After adding an image to a transaction, the Attach image icon and text color turn green on the Transaction details screen, and the image appears below the icon.

Viewing transactions
To view account activity for all accounts at once, an end user can view the Activity section of the Dashboard screen. To view transactions specific to each account, a user can select one from the Accounts area of the Dashboard screen.

Go to the Dashboard screen.

Choose a situation and follow the corresponding step.

Situation	Step
View an individual account's transactions.	In the Accounts section, select the relevant account.
View all activity on all accounts.	Refer to the Activity section. Select View all to see more transactions.

Downloading transactions
End users can use this process to export their transaction data from FNBSM Online to an external file.

Go to the Dashboard screen, and select the relevant account from the Accounts section.
Select to the left of the print icon on the Activity section.
Select the desired value for the Date range field.
Select the desired File type.
Available file types include:
- Open Financial Exchange (OFX)
- Spreadsheet (CSV)
- Quicken® (QFX)
- QuickBooks (QBO)
- Text file (TXT)
Select Download.
The file downloads.

Transaction search
End users can locate transactions using the search feature on the Activity screen for an account.

Selecting the magnifying glass button takes the end user to the search bar.

Magnifying glass button on the Activity screen that takes the end user to the search bar

Printing transactions
End users can use this process to print transactions directly from the Activity section while viewing an account in FNBSM Online.

From the Dashboard screen, select an account from the Accounts section.
In the Activity area, select Print .

A Print screen appears with a print preview and print configuration options.
Using the dialog, configure the print settings and select Print.

Running balance
Running balance appears by default beneath the transaction amount for applicable transactions. Users can hide running balances by going to the Settings screen, selecting their institution, and then selecting the toggle next to Show running balance.

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