Child pages
  • Viewing your bank statement import history

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
HTML Table
cellpadding5
cellspacing0
alignright

Anchor
1216254
1216254
Viewing your bank statement import history

Anchor
1216258
1216258
LiveAccounts maintains a list of all the bank and credit card statements you’ve imported into LiveAccounts. You can access this list in the View Import History window.

Anchor
1216262
1216262
Use the history to check whether you’ve imported all available statements.

Anchor
1216263
1216263
To view the history of imported bank and credit card statements

        1. Anchor
          1216264
          1216264
          Click Banking. The Bank transactions page appears.
        2. Anchor
          1216265
          1216265
          From the View bank transactions for list, select the bank or credit card account for which you want to view the import history.
        3. Anchor
          1216266
          1216266
          Click the View Import History link above the Bank transactions list. The Import History window appears, showing a list of all statements you’ve imported for that account.
        4. Anchor
          1216267
          1216267
          If you want to display all the transactions from a particular statement, select the statement in the list and click Details. The Bank Statement Transactions window appears, listing all the transactions from that statement.
        5. Anchor
          1216273
          1216273
          Click Close to close the Bank Statement Transactions window.