Connecting your bank feed lets you turn transactions into expenses in just a few clicks.
Go to Bank feeds (left menu).
Find the transaction and click Add expense.
Check or edit details like category, vendor, or description.
Click 'Done'.
Once you start adding expenses, suggestions will appear to speed things up.
If expenses have been recorded previously directly in the Expenses section, you can link them to existing records to stay organised.
NOTES:
Transactions on the bank feeds can be filtered. For more information, click HERE.
For more information on adding multiple expenses via bank feeds, click HERE.
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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