---
title: Viewing Bank Accounts (BC365)
slug: vantage-connect/viewing-bank-accounts-bc365
description: Discover how the Bank Statements feature in Business Central empowers users to effortlessly access and monitor their real-time previous and intraday balances. Seamlessly export this invaluable data as a convenient CSV file for streamlined reconciliation. 
docTags: kOBW7Pa05SaMsJIm9Vdtp
createdAt: 2022-08-18T20:16:11.000Z
---

The Cash Management Reporting features give you visibility into your previous and intraday bank balances and transactions directly from your connected bank accounts.

Using Bank Accounts, you can also easily export this data into a Business Central-friendly CSV file to simplify your account reconciliation process. Follow this guide to learn how to view your banking data in Business Central.

***

## Viewing Bank Accounts

Follow these steps to access and view your banking data:

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### Go to Bank Accounts

From anywhere in Business Central, you can navigate to the Bank Accounts page. 

Click on Vantage Connect and then select **Bank Accounts **to load the page. 

![](https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/_t-U2dZc1wkOFUfS8GJVc-20260512-224100.png "Navigate to Bank Accounts Page")
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:::WorkflowBlockItem
### View Account Summaries

On the Bank Accounts page, you will see a summary of the current balances for all bank accounts connected to the plugin. 

To view the transactions in detail, click on the** Account Name**.

![](https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/JCGTobuP5JLFMigoY8dv5-20260512-224100.png "Bank Accounts Page")

The Deposit Account Transactions page loads, providing several key sections:

- **Account Overview:** This section lists the number of payments and the value of those payments processed by the plugin for the current and previous month.
- **Balances:** View current balances and switch between other connected bank accounts from this screen.

::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/cTJ85sMVJfF_sh_qHxa3Y-20260512-230237.png" size="100" width="2836" height="1512" position="center" caption="Bank Account Transactions" darkWidth="2836" darkHeight="1512" showCaption="true" indent="2"}
:::

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### View Transaction Details

To view more details about a specific transaction on this page, select the Date. 

![](https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/gkjlu4Ju0QsjR3_pglivu-20260512-224049.png "Transaction View Popup")

A pop-up will display the transaction details.

:::hint{type="info"}
**NOTE: **The information available may vary depending on what your bank provides for each transaction.
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:::WorkflowBlockItem
### Filter and Export Data

Select **Show Filters** to enter a specific search filter and narrow down the transactions displayed.

![](https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/6aVr7nAdm14F2Qc1TTvA9-20260512-224100.png "Search Filters")

Click **Export** to generate a CSV file of the displayed transactions. This file can be used for account reconciliation or your own records.

![](https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/4CPV8P9anPXEvGJrQ2mvG-20260512-224100.png "Export Options")
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