Several analysis and extraction possibilities are available to you :
Analysis charts and array
Consultation of latest operations
Downloading monthly statements
Graphs and analysis array
Navigate into the desired folder
The graph and summary array of the accounts in the folder appears
The summary concerns all the synchronized accounts for the file but it is possible to consult the summary of a specific account. To do this:
Click on the "Filter by bank account"
button in the menu bar on the right
Select the account from the list
Consult your last operations
Click on the "Latest operations"
button in the menu bar on the right
View the latest operations list
When you filter by bank account, you get only the bank lines of the account you selected.
Click on the desired bank line, the bank page is displayed allowing you to classify your bank lines or to have additional information.
see thre article : "Categorize bank lines" |