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How to View Account Activity History in Sumung

Activity for an account is spread across its three tabs - Review Transactions, Posted Transactions, and Statements - rather than a single combined history log.

Steps

  1. Open the account and check Posted Transactions for everything that's been confirmed and recorded.
  2. Check Statements for what's actually been imported from your bank, including older uploads.
  3. Check Review Transactions for anything still pending a decision.
  4. Use "Reconciliation Report" from Manage Account for a summarized view of reconciliation activity.

Related Articles

  • How to Track Changes in Bank Data in Sumung
  • How to Review Transactions in Sumung
  • How Bank Reconciliation Works in Sumung

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