Consult accounts summary

Modified on Tue, 11 Oct, 2022 at 10:14 AM

Several analysis and extraction possibilities are available to you : 

  • Analysis charts and array
  • Consultation of latest operations 
  • Downloading monthly statements

Graphs and analysis array

  1. Navigate into the desired folder  
  2. The graph and summary array of the accounts in the folder appears

The summary concerns all the synchronized accounts for the file but it is possible to consult the summary of a specific account. To do this:

  1. Click on the "Filter by bank account" button in the menu bar on the right
  2. Select the account from the list

Consult your last operations

  1. Click on the "Latest operations" button in the menu bar on the right
  2. View the latest operations list

When you filter by bank account, you get only the bank lines of the account you selected.

Click on the desired bank line, the bank page is displayed allowing you to classify your bank lines or to have additional information.
see thre article : "Categorize bank lines"

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