BankSync: Power-up | TAXO'D Help Center

BankSync: Power-up

Automated bookkeeping for your income and expenses

12 articles in this collection
Written by Dave and Andrew Gregory

Introducing: BankSync

Automated bookkeeping and categorisation for all your transactions

Written by Dave
Updated over a week ago

Connecting your bank account

You'll learn how quick and easy it is to connect your bank account

Written by Dave
Updated over a week ago

Business Vs Personal

Learn how to process your transactions as they feed in form your bank

Written by Andrew Gregory
Updated over a week ago

Using Multi-Select

Save time, use multi-select to apply actions all at once

Written by Andrew Gregory
Updated over a week ago

Splitting the bill

Splitting the cost of personal vs business

Written by Andrew Gregory
Updated over a week ago

Mark all as Personal

Use this simple tip to quickly select all transactions as Personal with on click

Written by Andrew Gregory
Updated over a week ago

Removing your bank account

Simple steps to removing you bank connected bank account/and or data

Written by Dave
Updated over a week ago

Which banks do we support?

See a full list of the banks that you can connect directly to with BankSync

Written by Andrew Gregory
Updated over a week ago

Review personal, deleted transactions

If you made a mistake or want to add transactions back. Here's how

Written by Andrew Gregory
Updated over a week ago

Managing your connected bank and data

Learn how easy it is to manage your BankSync data

Written by Andrew Gregory
Updated over a week ago

Reconcile your transactions

Avoid double entries. Learn how auto-reconcile works

Written by Andrew Gregory
Updated over a week ago

Using Actions+ on your transactions

Use Actions+ to teach TAXO'D what to do with your transactions

Written by Andrew Gregory
Updated over a week ago