Transactions

View our How-to guide

Your end users want to know where their money is going. It’s common sense, and Banno’s robust transaction features help ensure those end users have the best view possible. Whether they’re looking for a specific transaction or trying to remember why they spent four hundred dollars on shoes last month, Banno apps will be their best ally in keeping a grip on their finances.

How many transactions does Banno pull for an account?

Banno Apps pull 500 transactions at a time per account. Mobile caches the transactions the transactions retrieved the last time the end user used the app, allowing for quicker access to transactions as far back as the end user has used Banno Apps.

What time frame does Banno pull for displaying a transaction history to end users?

End users can click the See more button to incrementally pull seven days worth of transactions into Banno Apps. If transactions reach 180 consecutive days of inactivity, End of available activity displays in Banno Online while Banno Mobile end users reach the end of their transaction history.

Users with many accounts

Provided an end user has 20 or fewer accounts, Banno Apps function exactly how you’d expect—down to displaying a bird’s-eye view of all transactions for all accounts, grouped in a single, comprehensive transactions card. Once an end user has 21 or more accounts, viewing all transactions for all accounts is disabled to ensure the speed and stability of the app. End users must view transactions for each account individually, and transaction searches must be performed on a single account at a time.

Note that this limitation only affects visible accounts—that is, those accounts that have the Account Setting Show balance and activity (Mobile) or Display activity and transactions (Online/People) enabled. Hidden accounts do not apply toward the 20 account threshold, and hiding accounts can bring an end user back below this threshold.

At the top of the Transactions list on an account’s dashboard, end users can click to print the Transactions list or to download transaction activity. When an end user downloads transaction activity, they’ll select a date range and file type to export. For a file type, end users can choose to export a CSV spreadsheet, a text file, or an Open Financial Exchange file.

FAQ


Why does search exclude some transactions for some users?
Since Banno Apps only displays 500 transactions a time, end users with higher transaction volumes may need to click Search further back (Online) or See more (Mobile) to see all transactions associated with a given date. There are plans to continue improving search functionality for users with many accounts or transactions. For more information, see our public roadmap.