Managing Balances & Transactions (Xero)

connects your accounting system directly to your bank, providing a single view for cash management and the reporting of balances and transactions follow this guide to learn about the cash management product and how to use the reporting features to import balances and transactions into xero view balances & transactions follow these steps to view and export your bank account balances and transactions using navigate to balances and txns from anywhere in , select balances and txns view balances & transactions go to the balances page to see your balance information, where you can also filter it by currency you can see previous day, intraday, and near real time transaction information for your in scope accounts, sourced directly from your bank you can also select a transaction to view further details, such as the description import the transactions into xero now that the transactions have been saved on your computer, you can upload them to your xero to do so, start by logging into your xero account after logging into xero, select accounting → bank accounts on the bank accounts page, locate the bank account which you would like to import transactions for on the top right corner, select manage accounts → import a statement select browse and select the file you exported from after doing so, select import your transactions have now been imported into xero, and you can now reconcile your transactions