Vylo

How do I find a transaction?

Search in Transactions on the web or Activity on iPhone.

Choose the month you want, then search for the merchant. If the shop’s usual name finds nothing, try part of the description shown by your bank.

Still can’t find it?

Clear any filters and check the month when the purchase posted. A late-month purchase may post in the following month.

If it still isn’t there, check missing transactions. A pending purchase or delayed bank sync may explain it.

On the web

  1. Open Transactions

    Choose Transactions in the left navigation.

    Vylo on the web: Open Transactions. The relevant control is outlined.
    Open TransactionsTap to enlarge
  2. Search the list

    Type a merchant or a word from the transaction into Search transactions.

    Vylo on the web: Search the list. The relevant control is outlined.
    Search the listTap to enlarge
  3. Narrow the results

    Open Filter and choose a group or Uncategorized. Use All to return to the complete list.

    Vylo on the web: Narrow the results. The relevant control is outlined.
    Narrow the resultsTap to enlarge

On iPhone

  1. Open Activity

    Tap Activity in the bottom navigation.

    Vylo for iPhone: Open Activity. The relevant control is outlined.
    Open ActivityTap to enlarge
  2. Search for a purchase

    Type a merchant or description into Search transactions.

    Vylo for iPhone: Search for a purchase. The relevant control is outlined.
    Search for a purchaseTap to enlarge
  3. Filter the list

    Tap a chip such as Uncategorized, Expenses, or Income. Swipe the chip row sideways for more groups.

    Vylo for iPhone: Filter the list. The relevant control is outlined.
    Filter the listTap to enlarge