The Transactions Overview page is a list of all transactions that have imported for your linked accounts within Empower Personal Dashboard, starting from when the accounts were linked. It's a great place to review your most current transactions, or use the filtering buttons on the top of the page to view only 'Cash', 'Investment', 'Credit', 'Loan', or 'Mortgage' account transactions.
- The date range selector is where you enter the date range of the transactions you wish to view, and this defaults to 90 days. Clicking the pull-down button will display a list of pre-made date ranges, or you can enter a custom date range in the 'From' and 'to' fields to the right:
- The Search transactions field will search all transactions in the date range you have selected based on the text you enter into this field.
- The column headers for the transaction list are sortable by clicking on the header and choosing either an ascending or descending sort.
- Descriptions are what we received from your financial institution but you can change them to be more descriptive. Just click into the description field and type a new description and enter or click your mouse outside of the transaction to save your change.
- Clicking on the filter icon (three horizontal lines of decreasing size) to the right of the Category column header will allow you to filter the transaction list by transaction category:
You can change categories in a similar fashion by using the drop down, selecting the category you want to use and hitting enter or clicking on it with your mouse. You can create up to 30 custom categories as well.