How Do I Manage My Transaction History?

Your transaction history gives you a complete record of your financial activity, making it easy to understand where your money is going, monitor your accounts and quickly spot anything unusual.

The Yeeld app makes it simple to access, search and manage your transactions whenever you need them.

Why Is My Transaction History Important?

Regularly reviewing your transactions can help you:

• Keep track of your spending.
• Monitor your income and payments.
• Spot unexpected or unauthorised transactions.
• Better understand your spending habits.
• Budget more effectively.

View Your Recent Transactions

From the Home Screen

The Home tab displays your most recent transactions across your connected accounts, giving you a quick snapshot of your latest financial activity.

From the Accounts Tab

For a full transaction history:

1. Open the Accounts tab.
2. Select the account you'd like to view.
3. Scroll through the complete list of transactions for that account.

Each account displays its own transaction history independently.

Search and Filter Your Transactions

Finding a specific account or transaction is quick and easy.

Search and Filter Accounts

On the Accounts screen, tap the Search & Filter icon in the top-right corner to:

• Search for accounts by name.
• Filter your account list.

Search and Filter Transactions

After opening an account, you'll find the Search and Filter options above the transaction list.

Depending on your search, you can refine transactions by:

• Date.
• Amount.
• Transaction type (such as payments, transfers or cash withdrawals).

These tools make it easier to locate specific transactions without scrolling through your full history.

Download a Statement (Yeeld GBP Account)

If you're viewing your Yeeld GBP Account, you can download an account statement at any time.

To download a statement:

1. Open your Yeeld GBP Account.
2. Tap the three dots in the top-right corner.
3. Select Download Statement.

Your statement provides an itemised record of your account activity and can be useful for budgeting, record keeping or sharing where required.

Why Review Your Transactions Regularly?

Checking your transaction history regularly helps you:

• Understand your spending habits.
• Stay in control of your finances.
• Identify unusual or unexpected activity quickly.
• Plan future spending with greater confidence.

Making it part of your routine can help you stay informed and organised.

In Summary

Your transaction history gives you a complete view of your financial activity.

You can:

• View recent transactions from the Home tab.
• Browse full account histories in the Accounts tab.
• Search and filter accounts and transactions.
• Download statements for your Yeeld GBP Account.

Regularly reviewing your transactions is one of the easiest ways to stay on top of your finances and keep your accounts secure.