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How to ungroup bank transactions in Sage 50

Sage 50 Accounts


Sage defaults to grouping ‘Bank payment‘ and ‘Bank receipt’ transactions together if they have the same date and reference.

This makes it much harder to do your Bank Reconciliation.

Bank transactions are grouped when they’re entered in the same batch entry window and have the same date and reference.

You can change these settings at any time to suit your way of working.

Ungroup bank transactions in bank activity and transactions

1. Go to Settings, then click Bank Defaults.

2. Clear the Group Bank Transactions

This is not a retrospective change. If the check box was ticked before posting the transactions, the transactions are grouped. Similarly, if transactions already posted are ungrouped, selecting this box does not now group them. 

Ungroup items in your bank reconciliation

1. Go to Settings, then click Bank Defaults.

2. Clear the Group items in Bank Rec.

You can group or ungroup transactions at any time by selecting or clearing this box. Transactions not grouped on the audit trail can still be grouped in the Bank Reconciliation window.  

Grouped transactions have a Y in the Grouped column of the Bank Reconciliation window, so you can check quickly. 

If items in the bank reconciliation are still grouped when this check box is not selected, the transactions must have been grouped through the Group Bank Transactions tick box option. 

Further Information

If you have any questions about this or need assistance, then please contact the GCC Group Support Team on 0345 260 1151 or


Sage 50 Health Check

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We are aware that a lot of things may have changed in your business, post-COVID – and we want to make sure that you are getting the most out of your Sage 50 Accounts.


This free 30-minute health check will be via Microsoft Teams, with our Sage consultant – Guy Lester.


This Sage 50 Health check will review:

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