Viewing Balance History Information for a Financial Account

Complete the following procedure to view the balance history information for a financial account.

To view the balance history information for a financial account

  1. Tap Side Menu and then tap Financial Accounts to display the following:

    • The Financial Accounts list and details for the selected financial account in the main pane.

    • A list in the side pane in which you can select the related items for financial accounts.

  2. Tap a financial account in the Financial Accounts list.

  3. Tap Balance History in the list in the side pane.

    All balance histories associated with the financial account appear in the Balance History list in the main pane.

  4. Tap the balance history that you want to view.