Transactions Subtask
Use this subtask to view transactions imported from the Plaid-supported bank account.
All the fields in this subtask are read-only and cannot be modified.
Table Window
| Field | Description |
|---|---|
| Date | This field displays the transaction date. |
| Name | This field displays the transaction name. |
| Currency Code | This field displays the transaction currency in standard three-character code format. |
| Amount | This field displays the transaction amount. |
| Pending | This checkbox indicates if the transaction status is pending. |
| Check Number | This field displays check identification number used in the transaction. |
| Transferred to Bank Detail | This checkbox indicates whether a transaction has already been inserted into bank statement tables for reconciliation. |