Review bank transactions and bookkeeping on mobile

The Accounting tab is your mobile view of income and expenses. Use it for a quick check of recent activity, missing receipts and individual transaction details. For extensive imports or year-end work, continue in the web app.

1. Connect or check a bank

1. Open Account and find Sync bank accounts. In versions with grouped settings, look under Banks & payments.
2. Choose the connection option and select your bank.
3. Follow the bank's authentication and consent screens.
4. Return to Norman and check the connected account and synchronization status.
5. Open Accounting and refresh the transaction list.

Bank connection can open a web screen or switch to your bank app. A connection being added does not mean all historical transactions have already arrived.

If a connection expires, use the reconnect flow for that account. Read bank synchronization troubleshooting before removing or adding the same bank again.

2. Find and review a transaction

1. Open Accounting.
2. Use search and the available filters to narrow the list.
3. Tap a transaction to inspect its amount, date, category and document.
4. Correct editable details when needed and save your changes.
5. Confirm the updated result before moving on.

An empty filtered list does not necessarily mean your data is missing. Clear filters and check the selected account or company.

If a transaction has multiple items, use its item-editing controls where offered to review the separate amounts, categories and VAT treatment. If the accounting treatment is unclear, ask your advisor before changing it.

3. Add a missing receipt or manual record

Use the transaction's attachment controls, or work through Documents from Accounting. The receipt guide explains capture and matching.

For a payment that genuinely has no record yet, Accounting → + → Add manually opens manual entry. Check income versus expense, date, amount and category before saving. Do not manually duplicate a payment that has already synchronized.

Check the bigger picture

Open Insights from Accounting for available financial summaries, including income/expense and balance-sheet views where supported. These summaries depend on the underlying records; missing or miscategorized transactions affect the picture.

For a GmbH or UG, use the company accounting guide for the web workspaces covering the Ledger, migration and annual close. Their full workflows are not all native mobile screens.

Changes not visible? Refresh with an internet connection, check the account and use support if the record still differs.