Desktop articles
By Michelle and 1 other2 authors19 articles
Which banks/credit card providers does Rounded connect to via open banking?A list of financial institutions you can connect to your Rounded account using Open Banking
How do I connect a bank account via Open BankingConnecting your bank or credit card accounts to the Bank Feeds feature
Adding additional bank or credit card accounts to Rounded via Open BankingLinking Additional Bank or Credit Card Accounts to Rounded
How can I choose which accounts to display in Bank feeds?Choosing which accounts to display in Bank feeds
How do I refresh my bank feeds?Refreshing the bank feeds in the Bank Feeds feature
Changing bank account names in RoundedPersonalise your bank account names
Adding an income via bank feedsHow to quickly reconcile credit transactions from bank feed
Adding multiple income records via bank feedsHow to add multiple income via bank feeds
Assigning a payment to multiple invoicesAssigning a bank feed credit to multiple invoices
Adding an expense via bank feedsHow to add an expense via bank feeds
Automatic bank feed suggestions for expensesA quick guide to bank feed suggestions
Adding multiple expenses via bank feedsFast way to add multiple expenses from your bank feed
Bank Feeds FiltersA simple guide to filter your bank transactions
Bank Feeds - Other Transaction TypesClassify other transaction types (Non business, Owner Drawings, Account Transfers, and Tax Payments or Refunds) via bank feeds
How to retrieve transactions tagged as "other" bank feeds transactionsRetrieving transactions tagged as non business, account transfers, owner drawings or tax payments
How do I delete an existing bank account?Deleting bank and credit card accounts in the Bank Feeds feature
What happens when I delete my bank feeds connection?Understanding the Impact of Deleting Bank Feed Connections
Linking bank feeds transactions to expense recordsHow to link bank feed transactions to existing expense records
Adding an expense refund via bank feedsRecord an expense refund from your bank feed