I want to apply a filter to a transaction list

  • You can change which transactions are displayed on your Transaction Details screen by applying a filter.

    To apply a quick filter to a transaction list:

    1. Click Down arrow in the top left.
    2. Select the field you want to filter on. 
    3. Enter the filter value in the field now displayed.
    4. Click Search to apply the filter to the Transaction Details screen
    5. Select Clear Filter before applying another filter. 
      Bank Account Summary filter
    6. Click Search to apply the filter to the transactions list.

    If you want to remove any filter you’ve applied to the Transaction Details screen, click Clear Filter.

    If you’ve tried changing what’s shown on your Transaction Details screen but still can’t find the transaction you’re looking for, you may not have the appropriate payments and cash management Roles assigned to you. Please contact your Administrator for more help.

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Lloyds Bank plc Registered Office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales no. 2065. Telephone: 0207 626 1500.

Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under Registration Number 119278.

Eligible deposits with us are protected by the Financial Services Compensation Scheme (FSCS). We are covered by the Financial Ombudsman Service (FOS). Please note that due to FSCS and FOS eligibility criteria not all business customers will be covered.

Lloyds Banking Group includes companies using brands including Lloyds Bank, Halifax and Bank of Scotland and their associated companies. More information on Lloyds Banking Group can be found at www.lloydsbankinggroup.com