How the bank accounts list works
Bank, Accounts lists your bank accounts with their bank, IBAN, currency and balance. A connected account also shows until when its connection lasts and when it was last synced.
- Software
- Skileo Accounting
- Who can do this
- Business owner, Member
- Updated
Open the list
Open Bank in the menu of Accounting, then Accounts. The list Bank accounts shows your accounts, the newest first.
An account is either connected to your bank, so that Skileo fetches its transactions, or added by hand, for the bank details on your invoices and quotes. See Connect a bank account and Add a bank account by hand.
What you see in the list
Each line shows:
- Name: a green link icon for a connected account (Connected bank account), a red one when the connection has ended (Disconnected bank account). Under the name, Connected until: and a date, or in red Connection expired on: and a date.
- Bank, IBAN, BIC and Currency.
- Balance: what your bank last reported, in green or red, and under it the date of the last sync. An account added by hand always shows 0.
Click a column title to sort the list by it. Use the column button to show or hide columns.
Find an account
- Click Search and type part of the name, the bank or the IBAN.
- Click Show filters to show only one Currency.
What you can do from a line
Click the actions button (⋮) at the end of a line:
- Edit: change the account’s details.
- Sync: get its latest transactions, while the connection lasts. See Get the latest bank transactions.
- Reconnect: once the connection has ended, give your consent again.
- See transactions: for some connected accounts, opens Transactions on that account. For the others, open Transactions and use the Bank account filter.
- Delete: the account goes to the Trash.
Delete an account
- Click Delete in the account’s menu, or tick several accounts and click Delete above the list.
- Choose whether to delete the transactions too, with the switch Delete associated transactions. It is on unless you switch it off.
- Confirm.
With Delete associated transactions on, the account’s transactions go to the Trash too, even those matched to an invoice or an expense. If you later empty the trash, the payments recorded by those matches are deleted as well. To keep your matches, switch it off.
Deleting an account in Skileo doesn’t end your consent at your bank.
Export the list
Click Export, tick the columns you want and click Confirm. Skileo downloads a CSV file with the accounts of the list as it is filtered.
Common questions
How do I add an account?
Click Add new, then Connect bank account or Create bank account.
Why does a connected account show a date in red?
Its connection has ended: your consent at your bank lasts a limited time. Click Reconnect in its menu. See Connect a bank account.
Where else do I see my balances?
On the Dashboard of Accounting, the Cash card adds up your balances and shows the last sync.