View account transactions
View account transactions that you've entered into a bank account in Xero. You may have entered these transactions in Xero as they happened, or later during bank reconciliation.
View list of account transactions
- In the Accounts menu, select Bank Accounts.
- Find the bank account you want to view, then click on the account name.
You can click column headings to sort the list of account transactions by:
To help find a type of account transaction you've entered, you can use the Description column.
|Transaction type||Description column displays|
|Payment: Contact name|
|Overpayment: Contact name|
|Prepayment: Contact name|
|Payment: multiple items|
To view the details of an individual account transaction, click its description to open it.
The Balance column displays a running balance that includes all reconciled transactions, as well as unreconciled Spend Money and Receive Money transactions. A greyed out balance indicates a future dated transaction.
The running balance only shows when the page is sorted by date.
Bank Transaction Source column
The Bank Transaction Source column displays how your bank statement lines came into Xero. This information is only available for reconciled account transactions.
|Bank Transaction Source column||Source type|