Keep track of your financial activities by viewing your payment account transactions. Whether you're using a Banqup Business Account or a linked bank account, all your transaction details are easily accessible.
Accessing your transactions
Go to Payment Accounts.
Double-click on any payment account.
View the list of recent transactions.
Upcoming transactions
To view future transactions:
Click Show planned transactions to expand the section.
View scheduled items such as direct debits and planned payments.
Transaction details
Each transaction can be examined in detail:
Double-click any transaction to see full information.
View the reference.
Check processing dates.
See the status.
Tip: You can also customize the columns to display relevant information without opening the details of a transaction.
FAQ
How far back can I view transactions?
You can go back as far as the earliest transactions of your Banqup Business Account. For linked bank accounts, how far back you can go depends on your bank.
Can I export statements?
You can export statements for your Banqup Business Account. For linked bank accounts, you can generate a transactions report for a given timeframe.
What information is shown in transaction details?
You can view counterparty, payment references, account number, dates, amounts, and processing status.