Accounting
Automate your bookkeeping and access financial reports, directly inside online banking.
Manage Transactions
- Categorizing transactions
- Quickly categorize transactions directly from your Bank Reconciliation report
- Automatically categorize transactions through Rules
- Reconcile a cash/check payment received to an outstanding invoice
- Categorizing an invoice deposit transaction
- Uncategorize a transaction
- Create a new accounting category
- How to view transaction History
- Viewing My Transactions
- How do I import transactions from business accounts outside of my financial institution?