See the account owner and bank on every transaction

Every transaction row now shows two details that used to send you back to the source statement: whose account it sits in, and which bank it came from. The app reads the account owner and the institution straight from the statements, and off check images too. You see them as columns on the transactions table, and rolled up in the account summary.

Because they are columns on the transactions table now, they ride along when you export it to CSV, right next to the account number and source page that were already there. So when you hand the data to opposing counsel or attach it as an exhibit, each line traces back to its account, its bank, and the page it came from.