Account Management

The Account Management submenu includes:

  • Account History
  • Account Name

You can access other accounts by selecting them from the Account drop down box.  Click the View button to see transaction history on an account you selected from the Account drop down.

The Account History can be Exported into the following formats:  HTML, Comma Delimited, Tab Delimited, PDF and Plain Text.  To export the Account History, click the Export button, select the Format and click Generate Report.

To view additional detail on the transactions shown in the Account History section, click on the View Additional Detail button.  The succeeding screen titled Loan Transaction History Detail will show you how the transaction amount(s) were applied across Principal, Interest and Other amounts.

Accounts Names can be established to help you easily identify your accounts.  You can change the display name of your accounts by entering an Account Name.