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Filter transactions related to a specific bank
Filter transactions related to a specific bank
Mathieu Bracquemond avatar
Written by Mathieu Bracquemond
Updated over 2 years ago

The monthly view of your account displays by default a consolidated view of your bank accounts. This allows you to have a global view on the development of your cash flow. Be aware that it is possible to view the transactions and balance of a specific account 😊

For this, two solutions are available to you:

  • On the cashflow plan, you can select the bank account you want to see in the Consolidated View tab at the top left of the chart. This way, only the transactions linked to this account will be visible in the graph, as well as its balance.

  • If you want to see the details of the flows of a particular account, you can go to the cashflow plan, click on one of the bars of the graph and then select the bank account you want in filters, then Bank. Remember to adjust the desired filters.

💡 Good to know: apart from the bank, you can apply many other filters on your banking operations (date, amount, category, status...)

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