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Analyse transactions for multiple bank accounts

  • Writer: David
    David
  • Feb 23, 2018
  • 1 min read

Updated: Nov 14, 2019


Multiple jobs containing transactions for separate bank accounts can be analysed in a single click using StatementReader. Key sections of the summary output can be separated to ensure that the analysis of each account is a comprehensive representation of the data.

The sections that can be separated for maximum user insight are:

– Duplicate or unique transactions

– Intra account holder transactions

– Recurring or reversed transactions

The following sections are combined together to show an overall picture:

– Monthly summary showing credits, debits and account balance

– Average available balance after applying user specified exchange rate (if applicable)

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