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.