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View your account balance and transactions in mobile banking

View your account balances and transactions in mobile banking

If you’re new to Meridian Mobile Banking, this guide will show you how to view your account balances and transaction history in a few easy steps.

This guide refers to the older version of our mobile app. If you haven’t downloaded the new app yet, it’ll be super helpful. If you have downloaded the new app, stay tuned for a new guide.

Step 1: Choose an account

Mobile App Home screen with account highlighted in My Deposit Accounts section

Once you’ve signed in to the mobile banking app, you’ll land on the My Deposit Accounts screen. From here, you can easily review the balance and transaction history for any of your accounts. Start by tapping on the account you wish to view.

Step 2: Review account details

Account details screen with balance and recent transactions

At the top of this screen, you can view your account details. This includes the total balance of the account and the funds that are available, as well as your account number, branch/transit number and institution number.

Step 3: Review transaction details

Account details screen with balance and recent transactions

Below the account details are the transaction details. Here you can view all of the transactions that have occurred in the account, including withdrawals and deposits.

You can review the date, details and the amount of the transaction. If funds were deposited into your account, you’ll see a green plus sign next to the amount. If the transaction is a withdrawal, a payment or a purchase, you’ll see a reference number, and a red minus sign next to the amount.

The transaction details are sorted by date, with the most recent appearing at the top of the page. To view older transactions, simply scroll down.

Step 4: View another account

Selecting the Back button from Account Details screen to go to Mobile App Home screen

To view the details of another account, tap the back arrow. This will take you back to the accounts page, where you can select another account from the list.

Looking for more ways to bank from home?