By default, the automatic bank feed suggestion is enabled. The bank feed will recognise recurring and frequent debit transactions and offer the option to automatically pre-fill the following expense data:
Amount
GST (when applicable)
Category
Vendor
Business use percentage
Description
NOTE: New bank feed users will not see any suggestions.
Once transactions are added, other same transactions will have auto-suggestions, i.e. a star will appear on the right side of the transaction amount.
Hover over the star and the suggested information, and the Add expense and Other… buttons will appear.
Click Add expense unless the suggested data needs to be updated.
Click the Edit button to make changes to the suggested data.
Update the information
Or attach a receipt
Then click Done to save the changes.
To turn off the auto-suggestions, click Auto suggestions.
Click the switch to turn off the function.
Click Done
NOTES:
If expense records have already been added via the main expense section, doing so from bank feeds will create duplicate records.
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!