How do I locate Bank Feed Transactions in NetSuite?

Last updated: November 20, 2025

Overview

If your bank feed connection is active and transactions appear as successfully ingested in Rutter, you will be able to find transactions inside NetSuite. NetSuite displays bank feed transactions in different locations depending on their match state, which can cause confusion for users expecting everything to appear in one place.

This guide explains where to view each type of bank feed transaction in NetSuite.

Where Bank Feed Transactions Appear in NetSuite

NetSuite routes transactions into different sections of the UI depending on transaction type. These include:

  1. Unmatched Transactions: These are transactions imported from your bank feed that NetSuite has not yet matched to an existing accounting record.

  2. Matched Transactions: These transactions have been matched to an existing NetSuite record (e.g., payment, deposit).

  3. Excluded Transactions: Transactions manually excluded by the user during the matching process.

  4. Cleared Transactions: Transactions that have been reconciled as part of your bank reconciliation process.

If your transactions are not where you expect, navigate to the tab that corresponds to their current state:

Transaction State

Where to Find It

Unmatched

Transactions → Bank → Match Bank Data → To Be Matched

Matched

Transactions → Bank → Match Bank Data → Review

Excluded

Transactions → Bank → Match Bank Data → Excluded

Cleared

Transactions → Bank → Reconcile Account Statement → Review tab

If you still cannot locate a transaction after checking these sections, contact your administrator or Rutter support to validate that the transaction was fully ingested and mapped correctly.