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Bank Feeds & Open Banking
Learn all about TaxTank bank feeds, opening banking and allocating transactions
30 articles
Setting up live bank feeds in 2 easy steps!It takes just a few minutes to get your banks linked to TaxTank
Importing Transactions ManuallyHow to import historic transactions using a csv
Adding Bank AccountsMatch bank accounts with tanks & properties for real time information
How to add a property loan
How to set up manual banks when live bank feeds are not yet available.How to add manual bank accounts & import transactions using a csv
Multi-factor authentication (MFA), Bank Feeds & Open BankingAs banks lean toward MFA as a requirement for login, we have enhanced our Connect API to support MFA with Basiq.
The benefits of Open BankingHow safe is open banking in Australia? How do I go live or upgrade? What information is shared?
Open Banking Supported InstitutionsOver 140+ banks are available through the Basiq platform and TaxTank.
My bank isn't showing, how can I add my account?
How often do bank feeds get updatedBank transctions are daily everyday in TaxTank through the use of Open Banking with Basiq.
How to solve issues with Bank FeedsThis article discusses possible issues with Bank Feeds, along with ways to self-solve the issue that you're facing.
Why haven't all my bank transactions come through for each financial year?Did you only get transactions for 1 or 2 years when you added your bank accounts into TaxTank. Here's why that may have occurred.
How do I add new bank accounts, or bank accounts I previously didn't select for live bank feeds?Learn how to add a new bank account to existing live bank feeds or share more accounts previously not selected when first linking your bank.
Can I create my own personal categories?You can now create your own custom personal categories.
How to allocate transactions from Bank FeedsAllocate to the right tank &/or property in seconds
How to allocate personal transactionsWhat to do with transactions that dont impact tax
How to create custom personal categoriesYou now have the ability to add as many custom personal categories as you like.
How to find & match Expense transactions from Bank FeedsAllocating bank transactions to existing bills & invoices
How to reconcile mortgage repaymentsUsing the transfer action to reconcile repayments from one account to another.
How to split bank transactionsWhen a transactions belongs to multiple tank or properties
How to set up automated transaction allocationsFind out how to set rules and automatically allocate transactions
How to undo an allocated bank transactionA few options to quickly fix any mistakes
What do I do with bank transactions that relate to my co-owner or partner?How to reconcile bank transactions that related to your co-owner or partner.
When should I use the 'Transfer' action in bank feeds?Do I allocate or transfer my mortgage repayments or interest payments?
Why can't I access the bank feed my co-owner set up to allocate for our shared property?
Transferring TransactionsTo quickly manage transactions between your bank accounts
List of transaction categories availabe in TaxTankA list of categories in TaxTank so you know what's available