# How the bank accounts list works

_Skileo Accounting › Bank · Who can do this: Business owner, Member_

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.

## 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](https://www.skileo.com/help/en/connect-a-bank-account) and [Add a bank account by hand](https://www.skileo.com/help/en/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](https://www.skileo.com/help/en/sync-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

1. Click “Delete” in the account's menu, or tick several accounts and click “Delete” above the list.
2. Choose whether to delete the transactions too, with the switch “Delete associated transactions”. It is on unless you switch it off.
3. Confirm.

> **Good to know**
> 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](https://www.skileo.com/help/en/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.

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https://www.skileo.com/help/en/bank-accounts-overview · Updated: 2026-11-08