Application detail — Transactions and Tasks tabs

Transactions supports bank-statement-style review: accounts, filters, income tagging, and summaries. Tasks is your team’s checklist on the application — assign work, set due dates, and track completion.

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Transactions tab

Select Transactions in the main tab bar (after Underwriting, before Offers).

When the tab is empty

If the application has no linked transaction accounts, you see an empty Transactions accordion with no table — data must be ingested via your bank aggregation or file import setup first.

Account and filters (top bar)

Control	Description
Account dropdown	Select which linked account to view. Defaults to the primary account when one exists. Placeholder: Select account or Loading accounts...
Date	Date range picker — limits rows to selected range; highlights when active
Type filter	Column filter: Credit / Debit
Tag filter	Column filter on current tag values
Reset (refresh icon)	Appears when any filter or date range is active — clears column filters, date range, and To/From search

Date range banner: Below the bar, text shows Transactions available from {min date} → {max date} for the loaded account.

Account actions (top right)

Button / badge	Who	Behavior
Primary badge	All	Shown when selected account is marked primary — informational
Mark Primary	Admin or Analyst only	Sets selected account as primary for this application; disabled if already primary, no account selected, or no accounts
Summary	All (with accounts)	Opens Financial Summary side panel for the selected account

Bulk selection

Control	Behavior
Header checkbox	Select/deselect all rows on current page
Row checkbox	Select individual transactions
Bulk edit	Appears when more than one row is selected — badge shows count; opens tag update modal for all selected

Transaction table columns

Column	Description
Checkbox	Row selection for bulk edit
Date	Transaction date
To/From	Description / counterparty — header includes search popover to filter by text
Type	Credit (green amount) or Debit (red amount)
Amount	Dollar amount with color by type
Tag	Current tag — click badge to change
Activity	History icon — tag change audit for that row

Per-row tagging

• Untagged row: Add Tag dashed badge with plus icon.
• Tagged row: colored pill by category (e.g. Income 1, Income 2, Gambling, Housing, Payday, Others) with X to clear/change.
• Clicking opens tag options dropdown; choosing a tag may open Update transaction tag modal requiring:
  • Tag (required)
  • Note (required)
  • Confirm to save

Activity dropdown

Click the activity control on a row to load tag edit history: date, agent, note, from-tag → to-tag. Loads on demand per transaction.

Bulk edit flow

1. Select two or more rows.
2. Click Bulk edit ({count} badge).
3. Modal shows current tag(s) — Multiple if they differ.
4. Pick new Tag and Note (both required).
5. Submit — success toast may offer Undo for the bulk operation (time-limited).
6. Selection clears on success.

Summary (Financial Summary panel)

Button: Summary

Opens a wide side panel titled Financial Summary with close (X).

Tabs inside:

Tab	Purpose
Income	Income-oriented aggregates (default tab when opened)
Monthly	Month-by-month breakdown
Activity	Summary-level activity view

Closing the panel refreshes summary queries when reopened.

Pagination footer

Standard table footer: page size selector (default and options per product config), page navigation, total records from API.

Empty search / filter messages

• Date range only: No transactions found for this date range
• Search text: No transactions found for {query}.
• Otherwise: No results.

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Tasks tab

Select Tasks (after Integration, before Activity).

Header

Control	Label	Who
Section title	Tasks	All
Task button (plus icon)	Opens create sheet	Hidden for Auditor and Applicant

Empty state shows No Tasks Yet with Create your first task to get started and button New Task (same create flow; hidden for Auditor/Applicant).

Task groups

Tasks are grouped in accordion sections:

Group	Contents
Today	Due today
Tomorrow	Due tomorrow
This Week	Due before end of week
Upcoming	Later due dates
Completed	Finished tasks

Expand/collapse each group with +/- on the section header.

Task row controls

Control	Behavior
Checkbox	Mark complete / incomplete — toast Task marked complete or Task marked incomplete; reverts on error
Description	Task text (tooltip if truncated)
Due	Formatted due date
Assignee	Avatar and name
⋮ menu	Edit — open sheet; Delete — confirmation dialog

Completed rows appear faded (reduced opacity).

Create / edit task sheet

Opened via Task, New Task, or Edit.

Field	Required	Notes
Task (description)	Yes	Max 1000 characters with counter
Due	No	Quick picks or calendar; removable pill
Assignee	Yes	Searchable user list from assignable users API
Linked to	—	Shows Current Application (read-only pill)

Footer buttons:

Mode	Buttons
Create	Cancel, Create Task
Edit	Cancel, Update Task
View-only	Cancel only

Delete confirmation

• Title: Delete task?
• Description includes task text (truncated at 100 chars)
• Delete (destructive) / dismiss
• Confirms permanent removal

Role summary (Tasks)

Role	Create / edit / delete	Complete checkbox
Auditor	No	Typically no
Applicant	No	No
Underwriter / CSR / Manager	Yes	Yes

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Related topics

• Data and integrations — variables used in underwriting
• Documents — income verification docs
• Use cases — tagging and task assignment scenarios
• Workflows — Transactions vs Tasks decision tree