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View Flare bank account balances and transactions


To view Flare bank account balances and account transactions, do the following:

  1. Click Bank in Flare's main menu (1 below). Click the accounts dropdown menu (2 below). Notice that the Flare bank account balances (book balances) and real-world bank account (bank balances) are displayed.

    Selecting a bank account from Flare's main menu
       Bank balance and book balance

    book balance: the Flare bank account balance.
    bank balance: your real-world bank account balance from auto-imported bank feed or manually imported transactions.

  2. Click the name of the account you want to view (3 above).

  3. To change the number of transactions visible per page, change the paging options at the bottom left corner of the account's page (4 below). View more pages by clicking a page number at the bottom right (5).

    Bank account transactions table

  4. Transactions can be sorted by table columns, including: Date, Reference #, Description, Category, Amount, and Status. Click the sort icon in the column heading (circled below).

    Sorting bank account transactions table by header
  You may also view bank account transactions – and transactions in all chart of accounts categories – by running a Transaction Details report. To do so, click Reports in Flare's main menu and click Transaction Details (General Ledger). For more information, see Reports > Transaction Details.
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