Viewing bank statement transactions

Is there a way to see your bank account transactions for a monthly period all listed by date as they would appear on your paper statement?

If you are new to Manager, start by reading the Guides covering bank accounts, beginning at Manager Cloud.

After you have your bank account(s) set up, click on the Bank Accounts tab. Select the account you wish to view. Click on the statement balance in blue. The default screen is in date order. You can sort by any column by clicking its heading (except Balance, which would be pointless).

You can do the same with Uncleared Deposits and Uncleared Payments.

So easy - thank you! :smiley: I appreciate your help!