Rounded simplifies your workflow by automatically recognising recurring expenses and pre-filling details like amount, GST, and category. When a transaction is recognised, a star icon appears next to the amount.
To use a suggestion
Hover over the star icon to view the transaction details.
Click the Edit button to make changes to the suggested data.
To disable this feature
Click Auto suggestions.
Toggle the switch to off.
NOTES:
If expense records have already been added via the main expense section, it’s best to link the bank feed transaction to the expense record rather than reconcile it. Click HERE for more information.
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.
Remember to download the Rounded mobile app!