You can easily look up any Wallet transaction, whether it’s a send money or receive money, directly from your PayMongo Dashboard. This helps you quickly find transfer records, reference numbers, and essential details needed for reconciliation or customer support. Follow the steps below:
1. Go to the Wallet Section
Log in to your PayMongo Dashboard.
On the left-hand menu, select Money Movement → Wallets.
This will show your Wallet balance and a list of your recent transactions.
2. Use the Search Bar to Find a Transaction
At the top of the transaction list, you will see a search bar.
You may search using:
Transaction ID (e.g., tr_xxxxxxxx)
Reference Number
Description
Simply type the identifier you have, and matching results will appear.
3. Click the Transaction to View Full Details
Once the search results appear, click the transaction line to open the detailed view.
Inside the transaction panel, you’ll find important information such as:
Reference ID
Destination bank name
Instruction ID (for InstaPay/PESONet transfers)
Status
Transfer amount and fees
Recipient details
The Instruction ID serves as proof that the bank transfer was successfully processed.
4. Tips for Using Search Effectively
If you cannot find a transaction using the Transaction ID, try searching using the Reference Number or Description
Make sure there are no filters applied, as this may hide some results.
You can also use the Export button to download a CSV of all your Wallet transactions.