Banking Overview
Connect your bank accounts to automatically import transactions.
Why connect your bank?
- Automatic imports - Transactions appear without manual entry
- Accurate records - Bank data is authoritative
- Time savings - No more data entry
- MTD compliance - Digital records requirement satisfied
Getting started
- Go to Bank & Cards in the sidebar
- Click Connect account
- Search for your bank and follow the prompts
What’s imported
We import transaction date, description, and amount. You’ll need to categorize transactions for tax purposes.