Skip to content
logo Knowledgebase

Review your bank activity

Created on  | Last modified on 

Summary

Review the activity on a bank account in Sage Accounting, including how to filter, sort, print, and export transactions.

Resolution

To view the bank record, go to Banking then select the required bank account.

From here you can:

If you have foreign bank accounts, you can also:

  • Toggle between currencies when reviewing bank account activity
  • Revaluate bank accounts, showing gains and losses

TIP:

Multi-currency banking is available to Sage Accounting Plus subscribers. Read growing your business with Sage Accounting for more information. 

Bank activity including printing and exporting

The Activity tab shows transactions posted to this bank account. You can:

  • Search for transactions by reference or value
  • View transactions between a specified date range
  • Select Filters to view certain transaction types by choosing the relevant option from the Type dropdown list
  • View or edit details of receipts and payments. To do this select the relevant receipt or payment
  • View if the transactions appear cleared or reconciled

You can use the Action Toolbar to print, email or export the bank transaction list. You can also use the Action Toolbar to delete a transaction.

TIP:

The Action Toolbar appears when you select one or more of your transactions. 

The actions toolbar.

  1. Select the checkbox next to the required transaction.

    TIP:

    To select all transactions, select the checkbox at the top left-hand corner of the grid. 

  2. Select the option that you want to use:
    • Print
    • Email
    • CSV
    • PDF
    • Delete

View bank activity in chronological order

When viewing your bank activity, it’s sometimes useful to have it arranged chronologically.

To put your bank account activity in date order, select the Date column heading at the top of the transaction list on the Activity tab. This will display the oldest transactions first. Select the heading again to reverse this order.