How can I view transactions within a specific date range?

On the Transactions page you can search for transactions by description or category, but not by date range. However, there is a workaround you can try.

  1. Sign in to your account on
  2. Select Transactions near the top of the page. The URL should be
  3. Add the following (with the date range you'd like to see) at the end of the URL: ?startDate=05/01/2020&endDate=07/31/2020
  4. It should display transactions for that specific range.
  5. You can select Export to CSV at the bottom of the page to download the data to an Excel spreadsheet.