Easily retrieve transactions accidentally tagged as non-business, account transfers, owner drawings, or tax payments or refunds.
To view transactions tagged as other bank feeds transactions
1. Go to the bank feeds by clicking Bank feeds on the menu on the left
2. Select the specific transaction type
To retrieve transactions and add them as income/expense
Once a filter has been applied and the list of transactions displayed, they can be added as an income or expense record
1. Hover over the transaction and choose either Add income or Add expense
Transactions marked as non-business, owner drawings, account transfers, and tax payments can be downloaded to CSV files separately.
1. Select the type of transaction you wish to download via the filter at the top of the page
2. Click the down arrow button
NOTES:
Remember to download the Rounded mobile app!