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Online Banking Tip of the Day: Sort the List of Recurring Transactions

August 27, 2013

Did you know in the Online Banking Center you can sort your list of recurring transactions?  This is helpful for adjusting how transactions are displayed and makes it easier to locate what you want.
How:  From the ‘Transactions’ menu, select ‘Manage Recurring’ to view a list of your recurring transactions.  Select the column header to the right of ‘Status’ to display a ‘Sort By’ drop-down list you can choose from.  You can sort by ‘Description’, ‘Account’, ‘Amount’, ‘Next Payment’ or ‘Remaining’.  When sorting transactions, an additional column header will appear next to the ‘Sorted By’ column header, click this column header to reverse the order.

Related Tips:
Group the List of Recurring Transactions
Schedule a Recurring Loan Payment Using Online Banking
Create a Recurring Funds Transfer in Online Banking
View Details of a Recurring Funds Transfer

If you have additional questions, please call our Customer Call Center at (585)394-4260 ext. 0 or fill out a contact us form.
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Online Banking Tip of the Day