{"templateId":"markdown","sharedDataIds":{"sidebar":"sidebar-Guides/guides-sidebars.yaml"},"props":{"metadata":{"markdoc":{"tagList":["img","admonition"]},"type":"markdown"},"seo":{"title":"Review Statement Guide","siteUrl":"https://docs.moneythumb.com","description":"Learn how to review and filter statment details using Insights UI.","keywords":["Statement Review using Insights UI"]},"dynamicMarkdocComponents":[],"compilationErrors":[],"ast":{"$$mdtype":"Tag","name":"article","attributes":{},"children":[{"$$mdtype":"Tag","name":"Heading","attributes":{"level":1,"id":"review-statement-guide","__idx":0},"children":["Review Statement Guide"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["This guide shows you how to review statement details and how to filter them."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"reviewing-statement-details","__idx":1},"children":["Reviewing Statement Details"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["To review the details of a statement, click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Review Statement"]},"."]},{"$$mdtype":"Tag","name":"Image","attributes":{"src":"/assets/clicking-review-statement.2862a4a54fcb1b5d4a2013c641e3c62c5d67c2a859668716399738c42f2d5b9e.9c1bb791.png","alt":"Location of the Review Statement button in the Statement section.","framed":false,"withLightbox":false,"style":"border: 1px solid #448f3b; border-radius: 6px;"},"children":[]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The statement appears. Here's an example."]},{"$$mdtype":"Tag","name":"Image","attributes":{"src":"/assets/snippet-of-statement.9f02034e9575f2d7b79fe0f1043eda91ccca50d19f2fb5c2352b652ab63f5e32.9c1bb791.png","alt":"Statement appears at the bottom of an application.","framed":false,"withLightbox":false,"style":"border: 1px solid #448f3b; border-radius: 6px;"},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"filtering-statement-details","__idx":2},"children":["Filtering Statement Details"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["If you need to focus on certain details, you can filter the following:"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Accounts associated with a statement."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Statement months."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Types of transactions"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Number of entries you want to see."]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"by-statement-month-and-accounts","__idx":3},"children":["By Statement Month and Accounts"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["To filter by account and statement month, click the pull-down menu and select the account and statement month. See example."]},{"$$mdtype":"Tag","name":"Image","attributes":{"src":"/assets/filter-by-account-statement-month.f51a46cddc711566c756a737963e8e565434c8a6c8a5005b3f4a238a784fcc13.9c1bb791.png","alt":"Account and Statement Month pull-down menu.","framed":false,"withLightbox":false,"style":"border: 1px solid #448f3b; border-radius: 6px;"},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"by-transaction-types","__idx":4},"children":["By Transaction Types"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["To filter by transaction type, click the desired option in the toolbar."]},{"$$mdtype":"Tag","name":"Image","attributes":{"src":"/assets/transaction-button-menu.26aaeff1618743ed309c1e9b18fec3685e8fa3e6554610f0a173e9e6961926b2.9c1bb791.png","alt":"Button menu to select by transaction type.","framed":false,"withLightbox":false,"style":"border: 1px solid #448f3b; border-radius: 6px;"},"children":[]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The filter buttons also display the count of transactions for each filter type. For example, if you click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["MCA"]},", only MCA transactions appear."]},{"$$mdtype":"Tag","name":"Image","attributes":{"src":"/assets/viewing-only-mca-transactions.c6646264bf367c95faa633d0a72e47d97f6441923a1aca645cb9b6a30f414905.9c1bb791.png","alt":"The result from clicking the MCA button.","framed":false,"withLightbox":false,"style":"border: 1px solid #448f3b; border-radius: 6px;"},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"by-number-of-entries","__idx":5},"children":["By Number of Entries"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["To control how many entries you want to see at once, select the number in ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Show entries"]}," menu. See example."]},{"$$mdtype":"Tag","name":"Image","attributes":{"src":"/assets/controlling-entries.7ae58c0848d1bd552cde53e1d1cfed03d2d934aecee7a72a94d22f3bff44bc9f.9c1bb791.png","alt":"The result of a statement from using the Show entries menu.","framed":false,"withLightbox":false,"style":"border: 1px solid #448f3b; border-radius: 6px;"},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"removing-filters","__idx":6},"children":["Removing Filters"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["To remove the filters so you can see all transactions to statements again, click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Reset"]},"."]},{"$$mdtype":"Tag","name":"Admonition","attributes":{"type":"info","name":""},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"img","attributes":{"src":"/assets/moneythumb-thumbprint-swirl-with-m-png.1dfab03f69cfc28c5826703405669e78d1e08ab722b24ef18851778de8df31af.9c1bb791.png","width":"24","style":{"verticalAlign":"middle","marginRight":"12px","display":"inline-block"}},"children":[]},"This won't undo the number of ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Show entries"]}," you set. To change the number, select the number from the drop-down menu."]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"adding-or-editing-transactions","__idx":7},"children":["Adding or Editing Transactions"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["To add a transaction to a statement:"]},{"$$mdtype":"Tag","name":"ol","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Add New"]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Add the transaction information in the Add New Transaction dialog."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Add"]},"."]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["To edit an existing transaction in a statement:"]},{"$$mdtype":"Tag","name":"ol","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Click on the row of the transaction."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Edit"]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Edit the transaction information in the Edit Transaction dialog."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Save"]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Save Edits"]},"."]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"searching-for-individual-transactions","__idx":8},"children":["Searching for Individual Transactions"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["To search for an individual transaction, type it in the Search Transaction search box. See example."]},{"$$mdtype":"Tag","name":"Image","attributes":{"src":"/assets/searched-transactions.cb3143a6856d812500bfeb71cd131e45dec2b5e0a7c9ee6766b76b1b87022160.9c1bb791.png","alt":"The result from the search box.","framed":false,"withLightbox":false,"style":"border: 1px solid #448f3b; border-radius: 6px;"},"children":[]}]},"headings":[{"value":"Review Statement Guide","id":"review-statement-guide","depth":1},{"value":"Reviewing Statement Details","id":"reviewing-statement-details","depth":2},{"value":"Filtering Statement Details","id":"filtering-statement-details","depth":2},{"value":"By Statement Month and Accounts","id":"by-statement-month-and-accounts","depth":3},{"value":"By Transaction Types","id":"by-transaction-types","depth":3},{"value":"By Number of Entries","id":"by-number-of-entries","depth":3},{"value":"Removing Filters","id":"removing-filters","depth":2},{"value":"Adding or Editing Transactions","id":"adding-or-editing-transactions","depth":2},{"value":"Searching for Individual Transactions","id":"searching-for-individual-transactions","depth":2}],"frontmatter":{"title":"Review Statement Guide","seo":{"description":"Learn how to review and filter statment details using Insights UI.","keywords":["Statement Review using Insights UI"],"title":"Review Statement Guide"}},"lastModified":"2026-10-28T18:35:09.000Z","pagePropGetterError":{"message":"","name":""}},"slug":"/guides/review-statement-guide","userData":{"isAuthenticated":false,"teams":["anonymous"]},"isPublic":true}