Viewing bank statements

• Tim Fouracre
• Wednesday, 7 July 2010
• Bank Accounts

The bank statement page allows you to view all transactions across a certain period associated with a bank account.

Step 1.

Navigate “Money > Banking”.

Step 2.

Click on the balance of the bank account with the statement you want to view.

Banking Page

On the bank statement page you will find the “Bank Date”, “Description”, “Entity” and whether the transaction was a “Deposit” or “Withdrawal”. To the right of the page under “Balance” is the running balance on the account.

Change Date Range

On the bank statements page you can choose a month or select a date range to view a statement for. Once you have found or entered the period you were looking for click “Go”.

Statement Date Options

Reconciling

The bank statement page is where you can reconcile your transactions if they were manually entered, for more information see the bank reconciliation help article

Multi Currency

If you have multi currency turned on then you can use the “Switch Currency” option to view the statement in your preferred currency.

Switch Currency