Bank Feeds

Reduce data entry by connecting your bank account and reconciling transactions

9 articles in this collection
Written by Logan Ransley, Ben Luxon, and Louise Pike

Bank Feed Integration

Connect your bank account to easily track / reconcile rent payments and expenses.

Written by Logan Ransley
Updated over a week ago

Split Income in Bank Feeds

Split income into multiple transactions and across multiple properties on iOS and desktop when reconciling from the bank feeds.

Written by Ben Luxon
Updated over a week ago

Split Expenses In Bank Feeds

Split a single expense across multiple properties when reconciling a transaction from the bank feeds.

Written by Ben Luxon
Updated over a week ago

Split Income & Expenses in Bank Feed

Split income and expenses into multiple transactions and across multiple properties on iOS and desktop when reconciling from the bank feeds.

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.

Written by Ben Luxon
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.

Written by Ben Luxon
Updated over a week ago

FAQ's

Why Is My Bank Account Not Listed?

We use Plaid to integrate with your bank. Not all US Banks are currently supported by Plaid.

Written by Logan Ransley
Updated over a week ago

What To Do If Your Bank Feed Connection Has Expired?

How to reconnect your bank account should it get disconnected.

Written by Ben Luxon
Updated over a week ago

Can You Import Historic Bank Transactions?

How far back do bank feeds go?

Written by Ben Luxon
Updated over a week ago