Client Portal Transactions Enhancements

The Spending tab of the Client Portal enables end-clients to easily monitor and manage their daily cash flow – helping them to stay on track to achieve the financial future they envision.

Enhanced features include the ability to:

  • Filter transactions by multiple categories and/or accounts at a time
  • Filter transactions by an exact date
  • Export transactions based on applied filters
  • Search within the spending categories drop-down
  • See which transactions are impacted before applying a rule

The ability to manage transactions on mobile devices has also been streamlined. The Transactions area is now optimized for mobile, which eliminates the need to scroll or pinch screens when trying to take actions such as setting rules or categories.

With these enhancements, end-clients have more detailed views of their transactions.

Questions? Give us a call at 888-362-8482 or send us an email.

Joseph Pearson

Written By

Joseph Pearson is a Client Communications Supervisor with eMoney Advisor, LLC. A three-time eMoney Wingbowl Champion, one-time Chili Cook-off Runner-up and Gold Stevie® Award-winning Front-Line Customer Service Professional of the year for 2016 - Joe is a proud father, devoted husband, and he always tries turning it off and back on again before calling IT.