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BankSync: Power-up
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