Getting a second bank account to show up in the bank tranasaction page
Hello,
I have have two bank accounts one with CBA and one with Ubank. The CBA is setup with a bank feed the Ubank account doesnt have a bank feed and wont show up in the drop down bank account box at the top of the page. Is there a way to make this ubank bank account to show up?
Hi Russell223
Within the Bank transactions window is the Bank account field. The accounts listed in this selection field would be any accounts that you have bank feeds on or imported a bank statement for. I have offered assistance on your other post: Ubank bank feeds or downloading statements which talks about getting that account listed.
If the account is not able to receive bank feeds or imported a statement (such as a different type of account), users can still see the transactions associated with that account through the Banking>>Find transactions. Alternatively, using the Reporting functionality, such as the Account transactions report.