Account overview and transactions

1. View Accounts and Recent Transactions

After onboarding, you will be able to see all your linked accounts and recent transactions in the app.

2. View Transaction Details

Click on any transaction to see more information, including the receipt, store location, and other relevant details.

3. Search Transactions

Use the dual date filter to search for transactions within a specific date range.

4. Manage Accounts

• Add new accounts as needed.
• Set an account as your primary account for payments.
• Deactivate WollettePay if you no longer wish to use the service.

Tip: Regularly reviewing your transactions and receipts can help you track spending, identify savings opportunities, and quickly spot any unusual activity.