History, Notifications, and Getting Help in Bankflow

History

History, the button at the top of Transactions, records what has changed in your ledger, and keeps what you've deleted until you decide otherwise. It has two tabs.

Changes

Every change to your transactions, with when it happened: imported, created by hand, edited, deleted, restored, and permanently deleted. Search it, or filter by type, event, or amount. Individual edits are also listed in each transaction's Edit history on the Transactions page.

In a workspace you share with your team, a By column says who did each thing: You, a teammate's name, or how it arrived when no one did (API, Email, Linked drive or Client upload). Hover a name to see the person's email, and filter by Person to see one person's work. Older changes, from before Bankflow recorded who made them, show a dash. Files also says who added each file, such as "Added by Priya Shah".

Trash

Deleted transactions go here rather than disappearing. Each shows its date, description, category, amount, and when it was deleted. Restore puts a transaction back where it was; Delete forever removes it for good. Select several to restore or delete them together. Transactions stay in the trash until you do one or the other.

Notifications

Bankflow tells you what happened in three ways.

• In the app: the bell at the bottom of the sidebar opens the notifications panel. It collects what this browser saw, such as a statement that finished processing, an email waiting in your inbox, or a statement whose currency needs choosing, and what Bankflow recorded for you, which is the same on every device you sign in on:
  • invitations to a workspace, someone joining, your role changing, and a member removed or leaving (see your team);
  • files a client sent through their request page or an upload link, grouped while unread, such as "3 files received on Q1 statements" (see Requests);
  • a client answering one of your requests, sending a file for it, or saying it doesn't apply, such as Your client answered "Payroll report for September";
  • statements a teammate imported, or that arrived by email, the API, a connected drive or a client's link;
  • Workpapers sign-off: an engagement marked as prepared, reviewed, or reopened, with the reason (see sign-off);
  • the monthly close: a month marked as prepared, closed, or reopened. Months signed off together arrive as one notification, such as "Sam closed 3 months: Jul 2026, Aug 2026 and Sep 2026". The owner and reviewers hear when a month is prepared, whoever prepared it hears when it is closed, and whoever prepared and closed it hear when it is reopened, with the reason;
  • a payment that didn't go through, and forwarded statements waiting for credits, told once a day;
  • messages from Bankflow support, credits refunded for an import you reported, and a bug report of yours being resolved.
  Some notifications carry the action they need, such as Select currency or Review. Filter to Unread or All, mark everything as read, or delete them all. A notification about a client's workspace opens that workspace when you click it.
• In your browser: turn on Browser import alerts and your system shows a notification when a statement arrives or finishes, even while you're working in another tab. You can turn it on from Settings, or allow it when your browser asks as you add files.
• By email: turn on Import confirmation emails in Settings for an email each time a forwarded statement has been processed.

If you keep books for clients, Since you last looked on the Clients board also sums up what happened in each of them since you last opened it.

Getting Started Checklist

New accounts have a Get started checklist in the sidebar with three steps: process a statement or receipt, categorize a transaction, and export your results. Each step ticks itself off when you actually do it, and each links to the place it's done. Your progress is saved to your account, so it carries across devices and every client you open. Collapse or dismiss the checklist once you don't need it.

If you keep books for clients, the checklist is Set up your firm instead: add your first client, ask a client for their documents, bring in a client's statements, prepare a month's close, and, if you like, invite a teammate. Each step says why it's worth doing, and the client steps open your first client's page on the right tab. When everything is done it says You're set up, with where to go next. To change which list you get, set Whose books you keep in Settings.

Not ready to upload your own statements? On the empty dashboard, choose Explore with sample data to load two months of demo transactions. Every page has something in it, and a banner removes the demo in one click when you're done.

Reporting a Problem

• Something wrong with a statement: choose Report a problem from the statement's menu on the Statements page, and pick what went wrong: missing transactions, wrong balances, duplicates, wrong categories, misread text, or an unsupported format. It goes straight to our team.
• A statement came back empty: use Report a problem from the statement's menu, or Report on it in the import tray. If we missed transactions, the credits are refunded.
• Anything else: choose Report a bug at the bottom of the sidebar. Describe what happened, where, and how badly it blocks you, and add screenshots (up to 5 MB each). Your reports are listed on the same page, where you can follow each one from open to resolved.

Next Step

See the settings reference for every notification and privacy option.