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

Find and reclassify transactions marked as “Other”

Written by Michelle

View transactions tagged as other bank feed transactions

  1. Go to Bank feeds (left menu).

  2. Use the filter at the top and choose Non business (or Owner drawings or Account transfers or Tax payments or refunds) to see those transactions.

  3. Click Add income or Add expense to categorise it.

Download transactions

  1. After applying the filter, click the download arrow to export the list as a CSV file.

NOTES:

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

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

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

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

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