looch uses a consolidated activity feed. In the activity screen, you will see all the transactions from your looch accounts and external accounts.
You can apply the following filters to your activity feed:
Accounts
Team
Dollar Range
Date Range
Tags
Accounts
The Accounts Filter allows you to filter by:
looch Accounts
Accounting enrolled external accounts
Team
The team filter will display Transactions for the teammate(s) you've specified.
These include:
Payments (for teammates with move money permission)
Smartcard transactions
Note that using this filter will display all of the teammate's Smartcard transactions. To filter transactions by individual Smartcard, use the tags filter and select the Tag for the Smartcard you're looking for.
Dollar Range
The dollar range filter will display transactions that fall within the specified range.
Date Range
The Date Range Filter will display transactions that fall within the specified range.
Tags
The Tags Filter will display transactions that contain one of the specified tags.
There are 3 groups of tags:
Banking
Spent, Received, Transfer, Pending Payment, Canceled, Check, ATM, Map
Accounting
Reconciled, Unreconciled, Payment, Scheduled, Personal, Needs Receipt, Needs Memo, Federal Taxes, State Taxes
Smartcard
Recurring Charge, Pending Charge, Cashback, Manually Keyed In, Apple Pay, Google Pay, Samsung Pay, <Individual Smartcard Tags>