The Account filter identifies a source account by its name, available last digits, and bank. Select one account before comparing activity with a statement. This prevents similar descriptions from another account appearing in the same review.
- Open Filters in bank activity, or use the visible account selector in the alternate layout.
- Choose the account using its name, last digits, and bank together.
- Set the statement dates if needed, then check the resulting transaction count.
Similar names need another identifier
Two accounts can both be called Checking. Their institution names and last digits help distinguish them. Avoid relying on a familiar balance or merchant alone, since those can occur on more than one account.
All selected accounts restores the broader source view. It refers to accounts available through the bank connections, not every ledger account in the chart of accounts. If you change between Bank and Credit card, the previous account selection resets. Choose the account again before taking a bulk action so the selected population matches the statement you are checking. Review the count and a few rows after every filter change.
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