{"id":9957,"date":"2026-02-19T19:11:39","date_gmt":"2026-02-19T19:11:39","guid":{"rendered":"https:\/\/www.docdigitales.com\/academy\/?p=9957"},"modified":"2026-02-23T20:43:39","modified_gmt":"2026-02-23T20:43:39","slug":"consulta-ingresos-egresos-bancarios-listado-de-transacciones-2","status":"publish","type":"post","link":"https:\/\/www.docdigitales.com\/academy\/?p=9957","title":{"rendered":"Consulta el listado de transacciones"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Desde el m\u00f3dulo de <strong>Bancos<\/strong>, puedes revisar y consultar el <strong>detalle de los<\/strong> <strong>ingresos y egresos<\/strong> de todas tus cuentas bancarias conectadas. Esta pantalla te permite revisar de manera clara y precisa todos los movimientos bancarios desde un solo lugar.<\/p>\n\n\n\n<p class=\"background-blue wp-block-paragraph\"><strong>Nota:<\/strong> <em>La informaci\u00f3n bancaria se sincroniza y actualiza autom\u00e1ticamente cada <strong>24 horas<\/strong>.<\/em><\/p>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-alpha-channel-opacity has-background\" style=\"background-color:#79abe3;color:#79abe3\"\/>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"Accede-al-Listado-de-ingresos-y-egresos\">Accede al Listado de ingresos y egresos<\/h3>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li>Accede a tu cuenta de <a href=\"https:\/\/pymes.docdigitales.com\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>docDigitales<\/strong><\/a> con tu correo y contrase\u00f1a.<\/li>\n\n\n\n<li>En el men\u00fa lateral izquierdo, da clic en <strong>Bancos &gt; Transacciones<\/strong>.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"577\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2026\/02\/image-83.png\" alt=\"Consulta tus transacciones bancarias de tus cuentas conectadas en un ERP de gesti\u00f3n integral para Pymes mexicanas\" class=\"wp-image-9958\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2026\/02\/image-83.png 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2026\/02\/image-83-300x169.png 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2026\/02\/image-83-768x433.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li>Se abrir\u00e1 el <strong>Listado de ingresos y egresos<\/strong> de todas las cuentas bancarias conectadas a tu cuenta, donde podr\u00e1s consultar los detalles del mismo:<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2026\/02\/image-84.png\" alt=\"Consulta tus transacciones bancarias de tus cuentas conectadas en un ERP de gesti\u00f3n integral para Pymes mexicanas\" class=\"wp-image-9959\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2026\/02\/image-84.png 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2026\/02\/image-84-300x169.png 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2026\/02\/image-84-768x432.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>a. Concepto<\/strong>: Descripci\u00f3n del movimiento bancario.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2026\/02\/image-85.png\" alt=\"Consulta tus transacciones bancarias de tus cuentas conectadas en un ERP de gesti\u00f3n integral para Pymes mexicanas\" class=\"wp-image-9960\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2026\/02\/image-85.png 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2026\/02\/image-85-300x169.png 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2026\/02\/image-85-768x432.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>b. Banco<\/strong>: Banco al que pertenece la transacci\u00f3n.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2026\/02\/image-86.png\" alt=\"Consulta tus transacciones bancarias de tus cuentas conectadas en un ERP de gesti\u00f3n integral para Pymes mexicanas\" class=\"wp-image-9961\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2026\/02\/image-86.png 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2026\/02\/image-86-300x169.png 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2026\/02\/image-86-768x432.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>c.Cuenta<\/strong>: Tipo de cuenta bancaria relacionada con el movimiento.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2026\/02\/image-88.png\" alt=\"Consulta tus transacciones bancarias de tus cuentas conectadas en un ERP de gesti\u00f3n integral para Pymes mexicanas\" class=\"wp-image-9963\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2026\/02\/image-88.png 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2026\/02\/image-88-300x169.png 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2026\/02\/image-88-768x432.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>d.Tipo de movimiento<\/strong>: Indica si se trata de un <strong>Ingreso<\/strong> o un <strong>Egreso<\/strong>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2026\/02\/image-89.png\" alt=\"Consulta tus transacciones bancarias de tus cuentas conectadas en un ERP de gesti\u00f3n integral para Pymes mexicanas\" class=\"wp-image-9964\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2026\/02\/image-89.png 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2026\/02\/image-89-300x169.png 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2026\/02\/image-89-768x432.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>e. Fecha<\/strong>: Fecha en la que se realiz\u00f3 el movimiento.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2026\/02\/image-90.png\" alt=\"Consulta tus transacciones bancarias de tus cuentas conectadas en un ERP de gesti\u00f3n integral para Pymes mexicanas\" class=\"wp-image-9965\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2026\/02\/image-90.png 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2026\/02\/image-90-300x169.png 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2026\/02\/image-90-768x432.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>f. Cantidad<\/strong>: Monto del movimiento.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2026\/02\/image-91.png\" alt=\"Consulta tus transacciones bancarias de tus cuentas conectadas en un ERP de gesti\u00f3n integral para Pymes mexicanas\" class=\"wp-image-9966\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2026\/02\/image-91.png 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2026\/02\/image-91-300x169.png 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2026\/02\/image-91-768x432.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Los <strong>ingresos<\/strong> se muestran en color <strong>verde<\/strong>.<\/li>\n\n\n\n<li>Los <strong>egresos<\/strong> se muestran en color <strong>rojo<\/strong>.<\/li>\n<\/ul>\n\n\n\n<p class=\"background-blue wp-block-paragraph\"><strong>Nota:<\/strong><em>Puedes <strong>buscar y filtrar transacciones<\/strong> por fecha, banco, tipo de movimiento, cantidad o concepto para localizar informaci\u00f3n espec\u00edfica m\u00e1s r\u00e1pido.<\/em><br><em>Si quieres conocer c\u00f3mo hacerlo, consulta el manual <strong>\u201c<a href=\"https:\/\/www.docdigitales.com\/academia\/manuales\/buscar-transacciones-movimientos-bancarios-docdigitales\" target=\"_blank\" rel=\"noreferrer noopener\">Buscar o filtrar transacciones<\/a>\u201d<\/strong>.<\/em><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2026\/02\/image-92.png\" alt=\"Consulta tus transacciones bancarias de tus cuentas conectadas en un ERP de gesti\u00f3n integral para Pymes mexicanas\" class=\"wp-image-9967\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2026\/02\/image-92.png 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2026\/02\/image-92-300x169.png 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2026\/02\/image-92-768x432.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Desde el m\u00f3dulo de Bancos, puedes revisar y consultar el detalle de los ingresos y egresos de todas tus cuentas bancarias conectadas. Esta pantalla te permite revisar de manera clara y precisa todos los movimientos bancarios desde un solo lugar. Nota: La informaci\u00f3n bancaria se sincroniza y actualiza autom\u00e1ticamente cada 24 horas. Accede al Listado de ingresos y egresos Nota:Puedes buscar y filtrar transacciones por fecha, banco, tipo de movimiento, cantidad o concepto para localizar informaci\u00f3n espec\u00edfica m\u00e1s r\u00e1pido.Si quieres conocer c\u00f3mo hacerlo, consulta el manual \u201cBuscar o filtrar transacciones\u201d.<\/p>\n","protected":false},"author":9,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,64,66],"tags":[30],"class_list":["post-9957","post","type-post","status-publish","format-standard","hentry","category-academia","category-bancos","category-transacciones-y-movimientos","tag-facil"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 5.0.3 - aioseo.com -->\n\t<meta name=\"description\" content=\"Consulta y revisa el detalle de los ingresos y egresos de tus cuentas bancarias conectadas, el listado de transacciones completas \u00a1Da clic aqu\u00ed!\" \/>\n\t<meta name=\"robots\" content=\"max-image-preview:large\" \/>\n\t<meta name=\"author\" content=\"Montserrat Mart\u00edn\"\/>\n\t<link rel=\"canonical\" href=\"https:\/\/www.docdigitales.com\/academy\/?p=9957\" \/>\n\t\t<meta name=\"generator\" content=\"All in One SEO (AIOSEO) 5.0.3\" \/>\n\t\t<meta property=\"og:locale\" content=\"es_MX\" \/>\n\t\t<meta property=\"og:site_name\" content=\"Academia -\" \/>\n\t\t<meta property=\"og:type\" content=\"article\" \/>\n\t\t<meta property=\"og:title\" content=\"Consulta el listado de tus transacciones en docDigitales\" \/>\n\t\t<meta property=\"og:description\" content=\"Consulta y revisa el detalle de los ingresos y egresos de tus cuentas bancarias conectadas, el listado de transacciones completas \u00a1Da clic aqu\u00ed!\" \/>\n\t\t<meta property=\"og:url\" content=\"https:\/\/www.docdigitales.com\/academy\/?p=9957\" \/>\n\t\t<meta property=\"article:published_time\" content=\"2026-02-19T19:11:39+00:00\" \/>\n\t\t<meta 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