View bank statements and bank statement lines

Here's how to view bank statements and bank statement lines imported into Xero, and how to identify the source of each.

About bank statements and bank statement lines

A bank statement line is an individual transaction imported from your bank. One or many bank statement lines make up an imported bank statement. You match statement lines with bank account transactions during the bank reconciliation process.

View list of bank statements, and statement lines that make up a statement

  1. In the Accounts menu, select Bank Accounts.
  2. Find the bank account you want to view bank statements in. Click

    Manage Account and select Bank Statements.

    Image showing the Manage Account menu and View statements link.

  3. Click Showing Statements.

    Image of the Bank statements screen and the Showing Statements option.

  4. A list of all bank statements in this bank account in Xero display. From the list of statements, click the imported date of the statement to view statement lines that make up that statement.

    Image showing how to select a statement from the list of imported statements.

View list of bank statement lines

  1. In the Accounts menu, select Bank Accounts.
  2. Find the bank account you want to view bank statement lines in. Click

    Manage Account and select Bank Statements.

    Image showing the Manage Account menu and View statements link.

  3. Click Showing Statement lines.

    Image of the Bank statements screen and the Showing Statement lines option.

Identify the source of bank statements and bank statement lines

The Source column displays how bank statements and bank statement lines came into Xero:

  • Bank Feed means a direct or Yodlee bank feed.
  • Imported means an OFX, QBO, QFX, QIF or CSV file has been imported into Xero.
  • User means you've marked the account transaction in Xero as reconciled when you couldn't import the statement line from your actual bank account. In doing this, Xero has created a dummy bank statement for you.