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How to retrieve transactions tagged as "other" bank feeds transactions
How to retrieve transactions tagged as "other" bank feeds transactions

Retrieving transactions tagged as non business, account transfers, owner drawings or tax payments

Michelle avatar
Written by Michelle
Updated over a week ago

Easily retrieve transactions accidentally tagged as non-business, account transfers, owner drawings, or tax payments or refunds.

To view transactions tagged as other bank feeds transactions

1. Go to the bank feeds by clicking Bank feeds on the menu on the left

2. Select the specific transaction type

To retrieve transactions and add them as income/expense

Once a filter has been applied and the list of transactions displayed, they can be added as an income or expense record

1. Hover over the transaction and choose either Add income or Add expense

Transactions marked as non-business, owner drawings, account transfers, and tax payments can be downloaded to CSV files separately.

1. Select the type of transaction you wish to download via the filter at the top of the page

2. Click the down arrow button

NOTES:

  • For more information on adding income via bank feeds, clickHERE.

  • For more information on adding expenses via bank feeds, clickHERE.

  • For more information on adding income on the Income page, clickHERE.

  • For more information on adding expenses on the Expense page, clickHERE.

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