How do I view all transactions in Nota?

How to view all your transactions in Nota.

Watch this instructional video or read the instructions below:

Click into the tile on the top left of your dashboard that contains your IOLA/IOLTA/IOTA account number and total balance:

The All Transactions view shows the following information:

The All Transactions Report can be run by specific date ranges (located top right)

You can also tag transactions to client matters on all transaction pages.

It is important to note that Nota will allow you to see 7 years' worth of transactions from the date you connect, without having to download statements. You can scroll to the bottom and select “load more”.

Searching the all transactions page:

You can search for certain transactions by pressing Ctrl+F (on Windows PC, Chromebook, or Linux system), or Command+F (on a Mac). This will bring up the searchable “find” function.

Printing and exporting all transactions page:

You can export your 'all transaction' page by clicking “File Download” towards the top right of your screen. This will allow you to download the statements into .csv format. Once downloaded, they can be emailed or printed.

Need help?

If you have any questions or would like assistance, please contact Nota Customer Success at 1-800-724-1313 or email support@trustnota.com.

Banking services powered by M&T Bank, member of FDIC.

References to “IOLTA” or “Interest on Lawyers Trust Account” shall be interpreted to include “IOLA,” or “Interest on Lawyer Account,” and “IOTA,” or “Interest on Trust Account,” as applicable in a particular state.
Nota is a product offered by M&T Bank. It is available to attorneys whose offices are located in and who are practicing law in NY, NJ, MD, PA, DE, CT, VA, DC, NH, MA, ME, VT, FL, or WV and to whom the rules and regulations for IOLTA accounts are applicable. The advertised product and its features and availability are subject to change at any time and without notice. Use of the product is subject to and governed by certain terms, conditions, and agreements required by M&T Bank.