Customizing Your Bank & Credit Card View

Eddie Davis -

In FINSYNC, you can customize your view of the ledgers found under the banking tab by deciding to either show or hide transaction details.

If you choose to show transaction details, you can also choose which ones to show.

In order to hide transactions, simply uncheck the "Show transaction details" box and you'll see the bank transactions shrink to fit on a single row.

showtransactions.png

If you would like to see transaction details, check the "Show transaction details" box, and you will see the bank transaction rows expand.

Next click the gear icon. You'll then check the box for each type of detail you would like to see, and the details will appear on the right immediately.

showtransaction2.png

Note: your view preferences update all banking and credit card ledger pages at the same time. You do not need to update them individually.

 

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