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
Section titled “Parameters”Period | You can filter transactions by date using this parameter. |
Buttons
Section titled “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. | |
To export bank account transactions in PDF format. |