My Shared Financial Accounts

How do I view my recent bank account transactions?

UpTogether now provides members with transaction-level data of their personal financial transactions. This data may be useful to members in many ways, such as being used as an aide for budgeting, saving or as a tool that provides a glimpse at categorized transactions. 

To view your recent financial account transactions:

1.  Navigate to the Financials section on the UpTogether homepage or click on the menu button then click on Financials.

2. Scroll down to view the Account section and click on the account that you would like to view. 

3. You will be able to see the date, amount and category for your recent transactions. To view transactions for a different month, click on the "- "or "+" buttons to view a previous or following month.

 

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