Adding expenses using Bank Feeds is easy.
For information on how to connect bank accounts, see the article How do I connect a bank account?.
Go to the bank feeds by clicking Bank feeds on the menu on the left
Hover the mouse pointer on the transaction to be added to Rounded and click Add to expenses
This adds the expense then assign a category if required. The transaction description from bank feeds will automatically be included in the expense record but can be edited as required. The description of the transaction in the bank feeds will not be modified, only the description of the expense record.
- If an expense record has previously been added via the main expense section, also doing so from bank feeds will create a duplicate record.
- For more information on adding income via bank feeds, click HERE.
- For more information on adding income on the Income page, click HERE.
- For more information on adding expenses on the Expense page, click HERE.
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