Bank¶
Connect your bank or add accounts manually, then categorise transactions so they flow into your books. Set up rules to categorise recurring transactions automatically.
9 articles
- How do I connect my bank?
- My bank feed says Reconnect Required — how do I fix it?
- How do I add a manual bank account?
- How do I categorise bank transactions?
- What do the tabs in a bank account mean?
- How do I match bank payments to invoices?
- How do bank rules work?
- How do I import bank transactions from CSV?
- What is the difference between Business and Property bank accounts?