How do I filter and search the bank feed?

ForLandlordsProperty managers

Who can do this

Anyone who can open Bank Feed Review.

Where to find it

Bank Feed Review → the filter bar.

Steps

Click a summary chip (Pending, Unmatched, Needs review, Unposted, and E-transfers to confirm when there are any) to filter.
Use the selects: All accounts, All match states (Unmatched, Needs review, Matched, Auto matched, Suggested transfer) and All posting states (Unposted, Draft created, Posted, Ignored).
Type in Search payee, reference or amount. A whole-dollar amount searches a band around it, closest first.
Click Refresh queue to reload.

What happens next

The list narrows; page through with the footer (25, 50 or 100 rows). "No transactions match "…"" offers Clear search.

Limits

Search matches bank details (description, merchant, sender, reference), not your coding. It stops after the 10,000 most recent transactions; pick an account or status to go further back.

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