Overview on Your Accounts

Last Article Update 17.12.2025

 

You can access the overview of all accounts in several ways.

  • Via the section in the main overview
    If you have the Accounts section activated in your homepage overview, you can access your accounts directly there. It’s up to you whether you display all accounts or just some of them. In the section header, through “Show all”, you have access to a drop-down menu with the item “Accounts”. Clicking this item will take you to the overview where you can see all your accounts.
  • Via the main menu
    You can also access the overview of all your accounts through the main left-hand menu by clicking on the “Accounts” item.

  • Using Feature Assistant
    By clicking into the search field in the George Business header, you can launch the Feature Assistant, which allows you to quickly find what you need — including the accounts overview.

Accounts Overview

In the accounts overview, you’ll find all the accounts you have set up, whether they are current, savings, loan accounts, etc. To make navigation easier, you can sort them as needed.

Sorting Accounts
Icons and color coding help distinguish between different types of accounts. In addition, you can sort accounts using the button in the top right corner. From the drop-down menu that appears, select how you want the accounts in the overview to be sorted (by name, number, balance, etc.).

Accounts Overview Accounts Overview

Search

If you are a large company with many accounts, you can use the search and filtering options located above the account list. By clicking the “Show filter” button in the top right corner, you can display the settings for parameters that allow you to search and filter accounts. For searching, even just part of the account number or name is enough. George will immediately start searching and display the matching accounts.

 

Search Bar Search Bar

Statements

By clicking the “Statements” button next to each account, you will go directly to the statements screen for that account, where you’ll find the current list. Here you can download the statements — either individually or in bulk — and then print them.

Statements Statements

Additional Features in the Overview

In the accounts overview, you also have access to additional features related to your accounts. You can display their menu by clicking the three-dot icon at the end of each account row. For example, you can initiate a new payment, view account details, assign a new label, mark the account as a favorite, and more.

Account Transaction History

By clicking on a specific row in the account list, you will display the transaction history of the corresponding account and access the account detail menu.

Export account overview

You can download the account overview using the button with the download icon in the top right corner.

In the preview, you can then set the parameters you need – choose the delimiter and markers, select the fields you want to export (such as account number, account type, etc.), arrange the order of the fields (by dragging) – and download the file.

Print account overview
You can also print the account overview directly using the button with the print icon.