Reconcile
The Account Transactions tab (also called the Bank Activity view) is your detailed look behind the scenes of a bank account in Xero. While the Reconcile screen is all about matching, this tab is all about seeing. It's the full activity log, showing every transaction that’s ever been imported, created, or reconciled for that account. If you're trying to make sense of your bank balance in Xero, check for errors, or trace a tricky transaction, this is where you go
WHY DO YOU USE THIS?
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See all transactions, including those that are reconciled, unreconciled, or manually entered.
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t’s the easiest place to spot duplicate entries, wrong coding, or weird payment behaviour.
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Great for reviewing work, checking reconciliations, or answering accountant questions.
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You can sort by date, transaction type, contact, or amount to quickly find what you’re looking for.
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You can view, edit, or remove individual transactions right from this tab—no hunting needed.
WHEN WILL YOU USE IT?
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You can’t figure out why something isn’t matching up? Check here first.
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Need to correct a payment, change an account, or delete something? This is your fix-it station
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Spot-checking your work or preparing for tax time? Start here.
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Maybe your bank balance in Xero is off. This tab shows you exactly what’s come through.
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It’s your best source of truth when clients, team members, or advisors have questions.
IT ALL BEGINS WITH AN IDEA
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IT ALL BEGINS WITH AN IDEA ✦
From the Dashboard, click on the bank account tile you want to review.
Once inside the bank account, click the Account Transactions tab (usually right next to Reconcile).
Use the filters at the top to search by:
Contact
Description
Date range
Transaction type (spend, receive, transfer)
Click on any transaction to view, edit, or delete it.
Use the export button (top right) to download a copy of your filtered results, if needed.
You can also “remove & redo” a transaction here if it was reconciled incorrectly.
USE THE ACCOUNT TRANSACTION TAB WEEKLY:
Make it a habit to review the Account Transactions tab once a week, especially if you manage your own bookkeeping. It helps you catch sneaky errors before they snowball—like duplicated bank feed entries, unreconciled items, or GST miscodes
USE THE ACCOUNT TRANSACTION TAB
To make your Dashboard match how you work:
Go to your Xero Dashboard.
Click Edit Dashboard (usually at the bottom or top-right).
Drag and drop the panels to prioritise what matters most (bank accounts, invoices, bills, etc.).
Click the three-dot icon on any tile to hide what you don’t need.
Click Done when you’re happy with your setup.
PERSONALISE YOUR DASHBOARD