The Bank workspace allows you to manage all transactions imported into Dext from your bank statements or connected bank accounts.
The three areas in the Bank workspace
The Bank workspace is divided into three sections:
Transactions
Statements
Bank accounts
Transactions
The Transactions page displays all transactions for the selected bank account.
Transactions can come from:
Extracted bank statements
Connected bank feeds (via the Bank feeds feature)
Bank feeds synced through your accounting software (if applicable)
You select which bank account to view using the bank account dropdown in the top right.
On this page, you can:
Cash code transactions
See whether a transaction matches an uploaded Cost item
See and send paperwork requests
Export transactions (CSV)
Statements
The Statements section contains two tabs:
Processed
Collected
Processed statements
The Processed tab shows bank statements that have been successfully extracted.
From here you can:
View extracted statements
Download the original uploaded file
Export extracted statement data (CSV)
Assign a statement to a different bank account
Report an extraction mistake
Delete a statement
What you’ll see
Each row displays:
Source ID
Opening date
Closing date
Opening balance
Closing balance
Export button (to download extracted data)
You can:
Filter by bank account using the drop-down in the top-right corner
Filter by Source ID using the filter icon next to the bank account selector
Collected statements
The Collected tab shows:
Statements currently being extracted
Statements that were rejected
If a statement is rejected, you can hover over the Rejected status to see the reason. You are not charged for rejected statements.
From here you can:
View the status of submitted statements
Download the original uploaded file
Cancel an extraction (if processing)
Reassign a statement to a different bank account
What you’ll see
Each row displays:
Source ID
Status
Bank
File name
Submission date
Available action (e.g., Cancel extraction)
You can filter statements by bank account using the bank account drop-down in the top-right corner.
Bank accounts
The Bank accounts page provides an overview of all bank accounts in a Dext account, whether they were:
Added manually
Connected via bank feed
Imported through an accounting software integration
Dext highlights any bank accounts that require your attention.
By default, the following information is displayed:
Bank account name
Bank or integration name
Account number (last four digits)
Currency
Last closing date
Last closing balance
Source of the account
Last sync date
Clicking anywhere on a bank account row opens the Transactions page filtered for that account.
You can customise the columns shown by selecting the cog icon in the top right and choosing which fields to display.
Add a bank account
To import transactions into Dext, you first need to create a bank account.
You can do this in two ways:
Manually (for uploading bank statements)
Via bank feed (for automatic transaction imports)
Manually add a bank account
Manually adding a bank account allows you to upload bank statements for extraction.
You’ll search for your bank and enter the required details to create the account.
For step-by-step guidance, see Using Bank statement extraction in Dext.
Connect a bank feed
Connecting a bank feed automatically imports transactions into Dext.
For detailed instructions, see Using Bank feeds in Dext.