The Bank transactions report shows the history of transactions in a given bank account by property.

Sample reports


Other report formats are available and can be generated in the software.

When to use it

  • Determine a property’s transactions in a specific bank account.

Generating this report

  1. Go to the Reports menu.

  2. Click the Bank Transactions link.

  3. Select your report parameters. More details:


    Parameter What it means
    Bank account Select the bank account, or bank accounts, for which you'd like to run the report.
    Properties Select a single property, association or rental owner, or a group of properties, associations or rental owners, using the filter box. You can also select all properties.
    Date range Selects the period for which the software will generate the report.
    Report format Choose from PDF, legacy PDF, XLS, XLSX, or CSV.


  4. Click Download report.


  • This report includes inactive properties.


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