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See your bank balance and transactions

Check the balance of all your connected accounts, browse transactions per account, and jump from a transaction straight to its entry.

Tap the Bank balance tile on your dashboard. At the top sits your total balance — the combined balance of every account that syncs with AirBill. With several accounts they appear as cards side by side; swipe to switch, and the transaction list below follows the selected one.

Browsing transactions

Transactions is grouped by month. Each row shows the counterparty with a status icon (green check = resolved, orange exclamation mark = not yet), the date and time, and the amount, with money in shown in green. The search bar covers name, description, reference, and amount.

Tap a transaction and either its entry opens with the Bank Transaction tab active, or — if it isn’t linked to anything yet — a detail screen with Receipt and Bank Transaction tabs where you can add or match a document right away.

Refreshing

New transactions arrive automatically; brand-new payments can take a while before your bank shares them. The refresh icon at the top right starts a manual sync, which briefly runs your bank’s secure procedure and may ask for a confirmation. If a message says refreshing isn’t possible yet, follow it and try again after the indicated wait. + at the top right connects another account.

Common problems

The total doesn't look right

Only accounts that sync are counted. Check under Profile → Connections that they’re all switched on — disabled accounts sit under Show inactive.

No (new) transactions are showing

Check the connection is still active, and renew an expired one with Reconnect bank. Brand-new transactions can also take a while to appear.

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