Viewing Bank Transactions

Viewing Bank Transactions

Once your bank is connected, transactions appear automatically in the Payments section.

Accessing Transactions

1. Click Payments in the sidebar.
2. Select the Transactions tab.

Transaction List

Each transaction shows:

• Date — When the transaction occurred.
• Description — The bank's description of the transaction.
• Amount — The transaction amount (positive for income, negative for expenses).
• Status — Matched, Unmatched, or Excluded.

Searching and Filtering

• Search — Find transactions by description or amount.
• Date Range — Filter to a specific period.
• Status — Show only matched, unmatched, or excluded transactions.
• Type — Filter by income or expense.

Transaction Actions

• Match — Link an unmatched transaction to a payment or expense.
• Create Payment — Create a new payment record from a transaction.
• Create Expense — Create a new expense record from a transaction.
• Exclude — Mark a transaction as not relevant (e.g. personal transactions).

Tip: Review your unmatched transactions weekly to keep your records up to date and catch any missed payments.