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 bank account transactions:

1.  Navigate to the financial section on the UpTogether homepage.

2. Click on 'Shared Accounts'.

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3. You'll be redirected to the Financials page. Click on 'My Shared Financial Accounts'.

4. Locate the account that you'd like to view and click on your account balance.

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5. You will be able to view your most recent transactions. To view transactions from previous months, click on the minus (-) icon located next to the month and year above your transactions. 

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