The client can easily find a transaction in their history using the advanced search. The client can search by keywords or use specific filters.

Filter transactions

To filter transactions, the client must access their history from the accounts screen of the application.

The client will then have access to:

  • a search bar;
  • advanced filters;
  • a summary of their expenses.

The search bar allows typing keywords to find specific transactions. The client can search for:

  • the name of a recipient or payer;
  • the name of a store, restaurant, pharmacy, etc.;
  • the amount of a transaction;
  • the name of a previously personalized transaction.

The client will get a list of all transactions made based on the search.

Extended search across all accounts

To ensure the reliability of the results, Sumeria includes an automatic search feature:

  • If the client performs a search while only a part of their accounts is selected, the application discreetly compares this result with a search including all accounts, including archived accounts.
  • If matching transactions exist on other accounts, a message informs the client.
  • The client can then expand their search to all of their accounts without manually changing their filters.

This system ensures that the client can find all relevant transactions and obtain complete results.

The advanced search does not include the investment account or external accounts. The history of these accounts can be accessed from the "Accounts" screen.

Advanced filters

The client can refine their search using filters such as period, amount, type of transaction, or money movement.

The client can also open and close sections by clicking on the section titles.

The search is based on all selected filters. Some combinations may therefore result in no results, in which case the user will need to adjust their search to find information.
Transaction type

The client can choose whether or not to display the following information:

  • card payments;
  • wire transfers;
  • direct debits;
  • withdrawals;
  • card top-ups;
  • inter-account transfers;
  • Lydia;
  • interest-bearing current account;
  • fees;
  • earnings;
  • investments;
  • loans;
  • savings account.
Period

The client can select any period since the opening of their account.

Amount

As with the search bar, the client can search for transactions corresponding to a specific amount.

They can also, using a selector, search for transactions less than, greater than, or equal to the desired amount.

The client can also enable an option to display transactions with amounts within approximately 10% of the entered value.

Card

Customers can filter their payment history by Sumeria payment card to display transactions made with that specific payment method.

Only active or suspended cards will be available as filters; terminated cards will not be offered as filtering options.

Ticking off

It is also possible to filter the history to show transactions that have been ticked off or not by the customer. The customer will then be able to view transactions they have already marked as processed, or only display operations that have not yet been dealt with.

Go further

The client can combine multiple filters to find transactions, including by card, by reconciled transactions, or by category.

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