Learn how to use the banking feed feature which includes:

• Connecting bank accounts
• Adding Transactions
• Adding Shortcuts for recurring transactions

What We Will Cover:

Adding Bank Accounts

• Link Account
• Enter Bank Name
• Login
• Select Account
• Choose date

Adding Transactions

• Categorize
• Find Match
• Record as Transfer

When Transactions Don’t Pull Through

• Add New Transaction

Recurring Transactions

• Create rules for frequent transactions