How do I find a specific Chime transaction?

Answered by Robert Flynn

To find a specific Chime transaction, you will need to access the Transaction Management page within the Chime app or website. However, it is important to note that a transaction is always associated with a specific lead profile in Chime. This means that you will need to locate the lead profile to which the transaction is linked in order to find it.

Here is a step-by-step guide on how to find a specific Chime transaction:

1. Login to your Chime account: First, you will need to login to your Chime account either through the Chime app on your mobile device or via the Chime website on your computer.

2. Access the Transaction Management page: Once you have logged in, navigate to the Transaction Management page. The location of this page may vary depending on the version of Chime you are using, but it is typically found in the main menu or navigation bar.

3. Locate the lead profile: In order to find a specific transaction, you will need to locate the lead profile to which it belongs. You can do this by searching for the lead’s name or any other identifying information in the search bar provided on the Transaction Management page.

4. Open the lead profile: Once you have located the lead profile, click on it to open and view the details of the lead’s transactions.

5. Find the specific transaction: Within the lead profile, you will be able to see a list of all the transactions associated with that lead. Scroll through the list or use any available filters or search options to locate the specific transaction you are looking for.

6. View transaction details: Once you have found the transaction, click on it to view its details. This may include information such as the transaction date, transaction type, amount, and any relevant notes or documents associated with the transaction.

By following these steps, you should be able to find the specific Chime transaction you are looking for. Remember that the transaction will always be associated with a lead profile, so locating the lead profile is key to accessing the transaction details.