Bank Feeds History List

After you refresh transactions, the bank feeds history list shows all refreshed bank accounts in one location.

To open history from the bank accounts list, hover over and then select Bank feeds history from the message panel.

Note: To review history for one account, open the account record. Bank feed history shows recent activity, and View all activity opens the full history for that account.

Bank feeds history includes details such as linked bank, automatched transaction counts, and refresh status messages. You can open the account record directly from this list to reconcile, add an adjustment, and unlink or close the account.

Tip: The Automatched and Unmatched columns show how many transactions were matched or unmatched based on payment type, date, and amount. For matching details, see Bank Feed List.

The list shows the last 90 days of history. As the list grows, use filtering and search to focus your review.

• To view accounts with shared characteristics, such as bank or refresh date, select Filter.

• To locate accounts based on their bank, use Search.

Status Column

The Status column indicates whether each account refresh completed successfully.

• Successful: Review the status message to confirm whether transactions were included in the refresh.

• Unsuccessful: Review the status message to identify the issue. For example, if the message indicates a connection failure to the bank website, re-enter online credentials and refresh transactions again.