Banks & Cards Overview
Review and manage transactions from your connected bank and card accounts in a clear, account-level view.
Viewing Your Accounts
All connected financial accounts appear on the left sidebar:
Bank Accounts — checking, savings, or operating accounts
Credit Cards — individual cards with transaction totals for the period
Click any account to see its transactions for the selected date range.
You’ll see:
Account balance
Total transactions for the period
Party names, sources, categories, and amounts
Use the search bar to quickly filter vendors, amounts, and line items.
Reviewing Transactions
Digits displays each transaction in a structured row that includes:
Date
Party (e.g., Stripe, Gusto, vendor names)
Source (bank feed details)
Category (proposed or previously selected)
Amount
Running balance
Editing & Updating Transactions
While Banks & Cards shows the raw transaction list, you can still:
Edit a category
Update the party name
Add notes
View supporting bank details
Filter by type, date, or keyword
See also: Editing Transactions
Switching the Date Range
Use the date selector at the top to switch between:
Monthly views
Quarterly views
Yearly views
Custom ranges
The transaction list updates instantly.
Use Banks & Cards when you want to:
Review raw bank feed data
Confirm incoming transactions
Check balances and activity
Catch unusual charges
Validate the period’s feed completeness
Have a question? Drop us a note at [email protected] — we’re happy to help.