# How the transactions list works

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

Bank, Transactions lists the money in and out of your connected bank accounts. Each line is Matched or Unmatched. Filter, search and export it, and match each line from its menu.

## Open the list

Open “Bank” in the menu of “Accounting”, then “Transactions”. The list shows the transactions of your connected accounts, the latest first.

Transactions come from your bank only: you can't add one by hand. See [Get the latest bank transactions](https://www.skileo.com/help/en/sync-bank-transactions).

## What you see in the list

Each line shows:

- “Date”.
- “Amount”: in green for money in, in red with a minus sign for money out.
- “Recipient / Sender”: who paid you, or whom you paid, when your bank gives it.
- “Description”: the bank's label.
- “Bank”: the name of your bank account.
- “Currency”.
- “Status”: “Matched” when the line is linked to an invoice, expense or income, else “Unmatched”.

Click a column title to sort the list by it. Use the column button to show or hide columns.

## Find a transaction

- Click “Search” and type part of the description or of a name.
- Click “Show filters” to filter by “Transaction date range”, “Bank account”, “Currency”, “Match status”, “Transaction type” (“Income” or “Expense”) or “Amount”. Amounts of money out are negative: to find a payment of 50, type -50.

## What you can do from a line

Click the actions button (**⋮**) at the end of a line:

- “Unmatched” line:
  - “Match as payment”: link it to the invoice, expense or income it pays. See [Match a transaction to an invoice or expense](https://www.skileo.com/help/en/match-a-transaction-to-an-invoice).
  - “Add new record in Finances”: create the income or expense it stands for. See [Create an income or expense from a transaction](https://www.skileo.com/help/en/create-a-record-from-a-transaction).
  - “Delete”.
- “Matched” line: “Reset match”, to undo the match. See [Undo a match or delete a transaction](https://www.skileo.com/help/en/reset-or-delete-a-transaction).

## Export the list

1. Filter the list if you need to.
2. Click “Export”, tick the columns you want and click “Confirm”.

Skileo downloads a CSV file with the transactions of the list as it is filtered.


## Common questions

### Why is the list empty?

No bank account is connected yet, or none has been synced. See [Connect a bank account](https://www.skileo.com/help/en/connect-a-bank-account).

### Can I hide a transaction I don't need to match?

No. A transaction is matched or unmatched. Delete it if you don't need it: it won't be fetched again.

### Where do I see what is left to match?

Filter “Match status” on “Unmatched”. On the “Dashboard” of “Accounting”, the “To reconcile” card also counts them.

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