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Bank Feeds

Bank Feeds

Reduce data entry by connecting your bank account and reconciling transactions

10 articles
Ben Luxon avatarLogan Ransley avatarOliver Chiang avatar+1
Written by Ben Luxon, Logan Ransley, Oliver Chiang and 1 other

How to Setup Bank Feeds – Desktop

Connect your bank account to easily track / reconcile rent payments and expenses.
Logan Ransley avatar
Written by Logan Ransley. Updated over a week ago

How to Reconcile Transactions – Desktop

Oliver Chiang avatar
Written by Oliver Chiang. Updated over a week ago

How to Create Bank Rules – Desktop

Oliver Chiang avatar
Written by Oliver Chiang. Updated over a week ago

Unreconcile and Ignore Transactions – Desktop

You can now unreconcile transactions as well as remove transactions that aren’t related to your property from your feed.
Ben Luxon avatar
Written by Ben Luxon. Updated over a week ago

Split Income and Expenses in Bank Feed – Mobile

Split income and expenses into multiple transactions and across multiple properties on iOS and desktop when reconciling from the bank feeds.
Louise Pike avatar
Written by Louise Pike. Updated over a week ago

Unreconcile and Ignore Transactions – Mobile

You can now unreconcile erroneously reconciled transactions and remove unrelated ones from your bank feed.
Ben Luxon avatar
Written by Ben Luxon. Updated over a week ago

FAQ's

4 articles
Ben Luxon avatarLogan Ransley avatar
Written by Ben Luxon and Logan Ransley
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