Desktop articles
By Oliver 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?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
- How to renew the bank consent on Rounded bank feedsKeep your bank feeds updating by renewing your bank consent once a year