Finofo provides a comprehensive view of your transaction history, allowing you to track all financial activities across your account. This article will walk you through the process of accessing and understanding your transaction history.
Accessing Your Transaction History
Log in to your Finofo account.
Locate the left toolbar on your dashboard.
Click on the 'Transactions' section in the toolbar.
Understanding Your Transaction List
The 'Transactions' section displays a detailed list of all your financial activities, including:
Currency conversions
Supplier payments
Inter-entity transfers
Receivables
Deposits
Withdrawals
Card transactions
Each transaction entry provides key information at a glance, such as:
Transaction type
Amount and currency
Date of the transaction
Transaction ID
Viewing Detailed Transaction Information
Click on a specific transaction in the list and a detailed view will open, showing additional information such as:
Source of funds
Destination account
Supplier information (if applicable)
Transfer fees
💡 Key Feature: Export your transaction history as a statement (PDF and CSV file) for any currency and time period.