Figure: Overview of the accounts
On this page, you see an overview of the accounts with the date of the last statement, the posting balance and the value date balances for three days. You can see only the accounts, for which you are authorized and for which account statements are available. If you have assigned a name to an account, it is displayed here. See also the chapter Settings - Accounts - New Account for this.
Above the overview you can see the balances of all the displayed accounts or the accounts marked with the checkboxes. In the preferences under Account statements - Display settings, you can turn on more columns, which will be displayed in the overview.
If you click on an account, you will be redirected to the overview Transactions, where you can see the account statements and transactions of the selected account.
By selecting an account in the overview and clicking on the Properties button, the page Edit account will be called up. There you can make configurations for the account. This page is described in the chapter Settings - Accounts - New Account.
You can also download the account statements as a PDF file to your computer. To do this, select one or more accounts in the overview and click Print. Then a dialog box appears, where you can set the period, for which account statements shall be printed. The fields in the dialog box are filled with the current date. You can also print all account statements available in BL Banking Web. However please note, that in this case the generated PDF file may become very large.
With the button Print overview, the overview of the accounts is downloaded to your computer as a PDF file. If you did not select an account, you will receive a file with all accounts, otherwise only with the selected accounts.
Clicking on Filter accounts opens a dialog box, where you can enter a value by which the overview is filtered. After a click on Submit, the dialog box closes and the overview is displayed filtered. This is also indicated with a yellow bar. Click the button again to deactivate the filter. A further click opens the dialog box with the previously entered term, which can be changed there or deleted by clicking Reset.
Further left there is a button, which you can use to sort the overview by banks. This sorting is changed as soon as you click on a column header.
If you have a large number of accounts, you might want to create groups for better clarity and move accounts into them. For this purpose, select one or more accounts and choose Move to a group from the menu More actions. Then a new page will be called up, where you can select the account group, to which you want to move the account. To manage the groups there is a button on the right above the overview, which you can expand to a menu. There you can create new groups and switch between them. If you are inside a group, you can rename or delete it. When deleting a group, the accounts inside remain and are displayed in the overview without group.
By clicking on More actions, additional menu items become visible. The most actions are only activated if accounts are marked in the overview.
With Delete you can delete the account statement data of one or more accounts. For this purpose, a dialog box will appear, where you need to confirm the operation. The accounts are retained though, but are no longer visible in this overview, until account statements have been retrieved or imported again.
Account statements can be imported from external files. To do this, click the menu item Import, which calls up another page. This page is described in the section Import statements.
You can download the statements of the accounts listed here to your computer. To do this, select one or more accounts in the overview and choose the menu item Export. Then a dialog box appears, where you can set the period for which account statements shall be exported. You can also choose whether you want to download the statements in their original format or convert them. For more information on this, see the section Conversions.
If you have created and activated automatic exports, you can execute them from here at any time. Select one or more lines for this and choose the menu item Trigger automatic exports. As above, you can then set the period for which to export. You can find more information in the section Automatic exports.
The action Export overview saves a CSV file with an overview of the selected accounts or all if no line is selected. Besides the names of the accounts, the file also contains the currency, statement date and some of the balances.
After new account statements have been retrieved or imported, the corresponding rows are displayed in bold in the overview. If you click on a line and return from the transaction overview, it will no longer be presented in bold. This can also be achieved by selecting one, several or all accounts and choosing the menu item Mark as read. The setting is saved separately for each user.
Figure: Overview of the accounts