View a spend or receive money transaction

Here's how to view a spend or receive money transaction that you've entered in a bank account in Xero.

  1. Go to Accounts, then click Bank Accounts.
  2. Click on the bank account name.
  3. Search for a transaction or click on a transaction that includes the contact's name in the description column.

  4. Click on the transaction to see the details.

    Image showing a spend money transaction.

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