The bank or cash account view screen displays comprehensive details of an individual bank or cash account, including its current balance, recent transactions, and configuration settings.
To access this screen, navigate to the Bank and Cash Accounts tab and click the View button next to the account you want to examine.
If you have configured a bank feed provider in Settings, you will see a Connect to Bank Feed Provider button at the bottom of the screen.
Clicking this button allows you to link your bank account for automatic transaction imports, eliminating the need for manual data entry.
Once connected, the system will automatically download and import transactions from your bank, keeping your records up to date.
For detailed instructions on setting up bank feed connections, see: Connect to Bank Feed Provider