Transactions

With Banno Online, you can view transaction history and see additional transaction information.

Banno Online can show end users the following details about their transactions:

  • Transaction title
  • Date
  • Amount
  • Similar transactions

When available, Banno Online shows location and merchant information for the transaction.

For Jack Henry-core institutions that have a compatible check-image vendor, Banno Online also shows check images in transaction details for mobile, in-branch, and ATM deposits.

Users can add the following information manually:

  • Tags
  • Notes
  • Images
  • Tagging a transaction
    Tags empower end users to create and assign categories to transactions, helping them locate certain types of transactions quickly.
  • Adding notes to transactions
    End users can use this feature to add notes to their transactions.
  • Adding images to transactions
    End users can use this feature to add images to their transactions.
  • Viewing transactions
    End users have several options for viewing transaction activity through both the dashboard and the main Banno Online menu.
  • Downloading transactions
    End users can use this process to export their transaction data from Banno Online to an external file.
  • Transaction search
    End users can locate transactions using the search feature in the Transaction section while viewing an account.
  • Printing transactions
    End users can use this process to print transactions directly from the Transactions section while viewing an account in Banno Online.
  • Running balance
    Running balance appears by default beneath the transaction amount for applicable transactions.
Parent topic: Online