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How to view/retrieve transactions tagged as other bank feeds transactions [Mobile]
How to view/retrieve transactions tagged as other bank feeds transactions [Mobile]

Retrieve transactions tagged as non business, account transfers, owner drawings, or tax payments/refunds in Bank Feeds via the mobile app

Michelle avatar
Written by Michelle
Updated over 3 years ago

On desktop? Click HERE for the desktop help article.

To view transactions tagged as other bank feeds transactions

1. Open the mobile app and log in

2. Tap More

3) Tap Bank feeds

4. Tap the filter

5. Select the specific transaction type

To retrieve transactions and add it as income/expense

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

1. Swipe the transaction to the left

2. Tap Expense (or Income)

Notes:

  • For more information how to tag transactions as non business, owner drawings, account transfers or tax payments, click HERE.

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

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

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