Desktop articles
By Oliver and 1 other2 authors18 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?Refresh the bank feeds feature to update the bank transactions
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 feedsFast way to add multiple income records from your bank feed
Assigning a payment to multiple invoicesEasily assign a single payment to several invoices
Adding an expense via bank feedsQuickly add an expense from your 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 TypesHow to categorise “Other” transactions in Bank Feeds (Non-business, owner drawings, account transfers, tax refunds and payments)
How to retrieve transactions tagged as "other" bank feeds transactionsFind and reclassify transactions marked as “Other”
How do I delete an existing bank account?Quick guide: Removing a bank account connection
Linking bank feeds transactions to expense recordsMatch and link a bank feed transaction to an existing expense record.
Adding an expense refund via bank feedsRecord an expense refund from your bank feed