Banking

Start here: Get started with banking

Add bank accounts, review incoming transactions, and compare them with your statements.

Open →

Connect your accounts

• Add or edit a bank or credit card account
• Connect a bank with Plaid
• Choose accounts and check a connection
• Sync and review bank transactions
• Import a statement file

Work through the bank feed

• Review the bank feed
• Categorize and add a bank transaction
• Match a bank transaction
• Review several bank transactions at once
• Exclude, restore, or undo a bank transaction
• Add or edit a manual bank transaction
• Review and accept category suggestions

Reconcile

• Reconciliation overview
• Reconcile an account
• Find a reconciliation difference
• Approve a reconciliation
• Reopen a reconciliation
• Read reconciliation reports

Matching rules and Stripe

• Review bank matching exceptions
• Use bank matching and learned patterns
• Review Stripe activity