The Bank > Transactions page shows all your bank transactions in one place, regardless of how they came in — uploaded bank statements, Bank Feeds via Plaid, or your accounting software bank accounts. From here you can search, filter, and export your transaction data.
Important: Only Admin users can access the Transactions page.
View your transactions
To view bank transactions in Dext, go to Bank > Transactions in the sidebar.
If you have multiple bank accounts, use the dropdown at the top to switch between them. Accounts from all sources appear here — manually added accounts (Bank Statement Extraction), Bank Feeds, and accounting software bank accounts.
Search and filter
You can find specific transactions using Advanced search or Filters.
Advanced search lets you search by:
Description
Amount
Date
Filters let you narrow the view by:
Whether there's a Bank Match
Whether there's a Paperwork Request
Whether the transaction is Paid in or Paid out
To customise which columns are visible, select the Table settings icon (⚙) and toggle columns on or off.
Request paperwork
From the Transactions page, you can send requests for receipts or invoices for transactions that don't have matching documentation — useful when you need supporting paperwork before reconciliation.
For the full workflow, go to How to request paperwork for bank transactions in Dext.
Export transactions
To export bank transactions from Dext, go to Bank > Transactions and choose one of the following:
Export all transactions: Select Export all and choose your preferred CSV format.
Export selected transactions: Tick the checkboxes next to the transactions you want to export, then select Export.