Bank Transactions
Find information about reconciling your bank transactions with our video guides and help articles
- How to disable a sub-category
- Managing Bank Transfers and Credit Card Payments in Business Finance Assistant
- Customise categories from mobile and tablet device
- Sorting, Filtering, and Searching Bank Transactions
- Why is it important to review my bank transactions
- How do I review a bank transaction?
- How do I add multiple Customers, Suppliers, Categories and VAT rates to a transaction?
- How do I handle part-payment of a multi-item supplier invoice / expense?
- How can I create a new sub-category?
- How to Manually Import a Cash Payment or One-Off Transaction
- How can I edit an incorrectly categorised transaction?
- How to 'confirm' a bank transaction?
- How do I sync my bank account manually?
- How do I create an expense, including photo capture of receipts and supplier invoices?
- How to 'Justify' your expenses from the Bank Transactions page
- How do I record the commission and shipping charges on an incoming payment?
- How to delete a bank account, added in error?
- Why do my deleted transactions keep reappearing?
- Categorising Payroll Transactions with Deductions
- How to Categorise Payments from Card Providers with Deductions
- How do I switch off bank synchronisation?
- How do I review and categorise a bank transaction?
- How to delete a transaction from an account
- Can I claim back mileage using Business Finance Assistant?