Settings and activity
3 results found
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36 votes
Kali Brown
supported this idea
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6 votes
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 ✨
Kali Brown
supported this idea
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5 votes
Hi team, while this isn't possible to view from the Bank Statements tab of a bank account you can currently run the Account Transactions report and add a related account column to see both the bank account and the account a transaction from that account is coded to.
With new auto bank reconciliation which is currently in beta you'll be able to get a view of the account that has been auto reconciled is coded to. 🙂
An error occurred while saving the comment Kali Brown
supported this idea
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I'd love to be able to see the account my Budgetly transactions have been coded to. Rather then going into each individual transaction before reconciling. Considering the transactions have already been reviewed once already.