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Bank transactions

  • In this section you can access the transactions on a bank account.
  • To navigate between bank accounts, click on the list on the left.
Period You can filter transactions by date using this parameter.
+ Transaction Interest payment To add the interest payment of an investment.
Interest Payment To add the interest payment of a loan.
Interest Payment capital To add the principal payment of a loan.
Transfer between accounts To record a transfer between 2 of your accounts.
Export transactions Excel To export bank account transactions in Excel format.
csv To export bank account transactions in csv format.
PDF To export bank account transactions in PDF format.