The bank section in KashFlow allows you to keep track of all your transactions across multiple bank accounts including current accounts, loans, and credit cards. To get started, you will first need to set up a bank account.
Adding Transactions
When you have added your account, you can start to add in your transactions to reflect your bank account. This can be done in one of three ways:
- Entering transactions manually
- Import CSV file
- Download directly from your bank account using our bank feeds
You can also transfer money between your bank accounts by going to Bank > Transfer Money.
Performing a Bank Reconciliation
Once all your transactions are in for the period, you can then perform a bank reconciliation which will allow you to cross-reference your actual bank account with the transactions in KashFlow. To find out more about performing bank reconciliations you can take a look at this knowledgebase article.