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Viewing your bank statement import history

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.

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

To view the history of imported bank and credit card statements

        1. Click Banking. The Bank transactions page appears.
        2. From the View bank transactions for list, select the bank or credit card account for which you want to view the import history.
        3. 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. 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. Click Close to close the Bank Statement Transactions window.