Viewing Bank Transactions
From the Bank Accounts page in the Accounting section, click the three-dot menu on the bank account and select 'View Bank Transactions'.
From here, you can view a full list of imported bank transactions, including those that have been deleted. If you have the permission to export data enabled, you will also see the 'export' button, allowing you to export the table into a CSV file.
Running Balance
On the right-hand side, you will see a 'Running Balance' column, showing a running balance of all imported transactions to help you identify any anomalies.
Note - The running balance only covers the transactions included on all pages. If you are using filters, for example, a date range, then the running balance will only count the transactions imported within this date range.
Unreconciled Transactions
Any bank lines that have been imported but not yet reconciled will show an orange 'unreconciled' pill on the right-hand side. You can click on the three-dot menu to both view the bank transaction and delete it.
Reconciled Transactions
Any bank lines that have already been reconciled will show a green 'reconciled' pill on the right-hand side. You can click on the three-dot menu to view both the bank transaction and reconciled details in Street. However, you cannot delete it as it's been reconciled.
Deleting Transactions
While you can delete bank transactions from the Reconcile page itself, you can also delete bank transactions from the Bank Transactions page by clicking the three-dot menu on the right of the transaction > Delete Bank Transaction.
Alternatively, you can tick the box on the left-hand side and click 'Delete Selected' to delete multiple transactions at once.
Note - It's not possible to delete reconciled transactions as it links to a transaction in Street. Reconciled transactions will also have the tick box on the left-hand side greyed out.
If you have deleted an imported bank transaction by accident and need it back, you do not need to import it again. Simply tick the option to "Show Deleted" under the date filter at the top, locate the deleted bank line; this will show a red "Deleted" pill on the right-hand side. You can click the three-dot menu next to this transaction > Restore Bank Line, which will bring this back as an unreconciled transaction on the reconcile screen.
Street is constantly being updated. This can mean that some of these articles become slightly out of date. If you spot something that looks a little bit different to your Street account, please let us know on the live chat so we can get it updated!





