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Transaction History

Written by Ari Schlacht
Updated over 4 months ago

Want to see exactly what’s moved in or out of your accounts?

Here’s how to view your full transaction history—either zoomed in by Income Source/ pod or across your entire Sequence map.


View transactions for a specific Income Source or Pod

Want to trace just one flow of money?

  1. Head to your Sequence Map

  2. Click on the income source or pod you want to check

  3. Then click “View account transactions” (you’ll spot it in blue)

You’ll land on a filtered view showing only transactions tied to that income source/ pod - super helpful if you’re confirming deposits or reviewing recent automation.


View all transactions in the Activity Log

For the full picture:

  • Navigate to the left-hand side of your Sequence screen

  • Click into Activity Log

  • From here, use filters to narrow things down:

    • Specific accounts

    • Date ranges

    • Transaction types

Perfect for tracking patterns or catching any surprises.


What do the symbols mean?

Here's a quick guide to the icons you’ll see in your transaction history:

  • Cashback
    Cash rewards that have been deposited into your account

  • Debit Card
    Transactions made with a Sequence debit card

  • Money In
    External money received into the account (ACH, wire, etc.)

  • One-time transfer
    A manual, one-off movement of money you triggered

  • Pulled from Sequence
    Funds withdrawn from your Sequence account to an external account

  • Rule triggered transfer
    An automated transfer set off by a Rule you’ve set up


Ready to dig deeper?

Next up: How to export your transaction data or download a CSV.

Or head back to explore how Rules or Transfers work behind the scenes.


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