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.

Parameters

Period	You can filter transactions by date using this parameter.
Show cancelled transactions	By default, cancelled transactions are not displayed. To see them, check this box.

Tip

By default, cancelled transactions are hidden to keep your view clean. Enable the “Show cancelled transactions” option if you need to review or audit cancelled transactions.

Buttons

+ 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.