For each authorized account, you can see the current balance and transaction history (3–6 months back).
Transactions can be filtered and exported to .xlsx.
If you also add the account to the Bank accounts section, it enables:
- ✅ Automatic matching of payments with invoices and expenses
- ✅ Highlighting matched transactions with an icon
- ✅ Viewing transaction details directly within the invoice or expense
- ✅ Notifications when a transaction is successfully matched
📝 This article was translated with AI. If you notice any inconsistency, feel free to let us know.