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Bank Feeds Filters
Bank Feeds Filters

How to filter transactions on bank feeds

Michelle avatar
Written by Michelle
Updated over a year ago

Filters play a significant role in making the bank feeds easier to use. They narrow down the transactions displayed, reducing the time and effort needed to scroll through a large amount of data. It provides a more efficient way to access relevant information.

You can filter transactions by Account type.

You can filter transactions by Transaction type.

You can filter transactions by Time frame.

NOTE: When using the Custom filter, you must enter the start and end dates.

Or by using the keyword search function to search for specific records:

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 multiple expenses via bank feeds, click HERE

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

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