Forum Discussion

Russell223's avatar
2 years ago

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.

  • 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.