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Bank Feeds Filters

A simple guide to filter your bank transactions

Written by Michelle

Filters help you narrow down your bank transactions so you can find what you need faster.

  • Pick an Account type to view transactions for one bank account.
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  • Choose a Transaction type (for example, income or expense).

NOTE: All transaction types won’t include transactions already tagged as another type (like non business).

  • Set a Time frame to show only a date range. Use Custom to choose your own start and end dates.
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  • Use keyword Search to type a word or phrase and find matching transactions.

NOTES:

  • For more information on how to choose which accounts to display in Bank feeds, click HERE

  • For more information on adding an expense via bank feeds, click HERE

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

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

Remember to download the Rounded mobile app!

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