Bank Statement Tab Search – Show Account Transactions in Results
I’d like to suggest a small but valuable feature update:
When we search for a bank memo, description, or reference in bank transactions or account transactions (e.g., “UberBV”), Xero does return the transactions, but the categorized account (account head) is not visible in the search results.
In MYOB, when performing the same search, the results also show the categorized account, which helps identify how transactions were coded in the past. This saves time and ensures consistency during reconciliations.
Feature Request:
Please consider updating Xero so that when searching transactions (by memo, description, or reference), the categorized account column also displays in the results.
This will:
Save time when reviewing historical transactions.
Improve accuracy and consistency in categorization.
Help bookkeepers and accountants reconcile faster.
Attached screenshots for reference:
Xero – Account Transactions search (search results show description & reference, but not the categorized account).
Xero – Bank Statements search (same issue, no categorized account shown).
MYOB – Transaction search (shows both transaction details and categorized account, which is much more useful).
Thank you for considering this enhancement.
Kind regards,
Mohammad Abrar Majeed
Abrar Majeed
shared this idea
Hi Abrar, thanks for the thoughtful suggestion and the screenshots showing the account code used when reconciling the bank statement lines. We’ve shared your feedback with the team so they can consider this in future improvements. In the meantime, it’d be great to hear from others who’d benefit—please add your vote and any specific scenarios where this would save time in your workflow. In the meantime as a short-term workaround, run the Account Transactions report for the Bank account and add the Related account column to see where each transaction was coded ✨
