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Bank Feeds & Open Banking
Bank Feeds & Open Banking

Learn all about TaxTank bank feeds, opening banking and allocating transactions.

38 articles
How to delete manual bank transactionsLearn how to delete manual bank transactions easily, whether you've made a mistake, imported the wrong data, or created duplicate entries.
Getting started with bank feeds

Discover the ins and outs of TaxTank bank feeds in our comprehensive 'Getting Started with Bank Feeds' collection. From setting up live feeds to manual transactions, become a bank feeds pro!

Setting up live bank feeds in 2 easy steps!Master the bank feeds setup process in just 2 easy steps, ensuring seamless integration with TaxTank.
How to add your bank account using Open BankingExplore the step-by-step guide to adding your bank account using the convenience of Open Banking.
How to set up manual banks when live bank feeds are not yet available.Learn how to add manual banks for transactions when live bank feeds are not yet accessible.
How to import bank transactions manuallyLearn the process of manually importing bank transactions into TaxTank for accurate record-keeping.
How to add your bank account if your bank doesn't appear in the pop up selectorLearn how to add bank accounts not listed in the selector, ensuring comprehensive financial tracking.
How to add new bank accounts, or bank accounts you previously didn't select for live bank feedsLearn how to add a new bank account to existing live bank feeds or share more accounts previously not selected when first linking your bank.
How to add a property loanLearn how to add property loans into TaxTank to ensure correct equity calculations.
How often do bank feeds get updatedGain insights into how often bank feeds are refreshed, ensuring up-to-date financial data through Open Banking.
Multi-factor authentication (MFA), Bank Feeds & Open BankingExplore the intersection of MFA, Bank Feeds, and Open Banking for enhanced security.
The benefits of Open BankingDiscover the advantages of leveraging Open Banking for seamless financial integration.
Open Banking Supported InstitutionsExplore the list of institutions supported by Open Banking within TaxTank, ensuring compatibility with your bank.
Allocating & transferring transactions

Streamline your transaction management by learning how to allocate transactions, create custom categories, reconciling mortgage payments, and much more.

Can I create my own personal categories?You can now create your own custom personal categories.
How to allocate transactions from Bank FeedsLearn the process of efficiently allocating transactions from your bank feeds
How to allocate personal transactionsUnderstand the steps to allocate personal transactions accurately, ensuring precise financial tracking.
How to create custom personal categoriesUnderstand the steps to allocate personal transactions accurately, ensuring precise financial tracking.
How to find & match expense transactions from Bank FeedsLearn how to locate and match existing income and expense transactions seamlessly from bank feeds.
How to reconcile mortgage repaymentsLearn how to use the transfer action to reconcile mortgage repayments from one account to another.
How to split bank transactionsLearn how to split bank transactions accurately for detailed expense breakdowns.
How to undo an allocated bank transactionLearn how to undo allocated bank transactions, correcting any errors effortlessly.
What to do with bank transactions that relate to your co-owner or partnerLearn how to manage bank transactions related to co-owners or partners effectively.
When to use the 'Transfer' action in bank feeds.Learn when and how to utilise the 'Transfer' action within bank feeds for seamless transaction management.
Why can't I access the bank feed my co-owner set up to allocate for our shared property?Learn about the rules related to accessing bank feeds set up by co-owners for shared properties.
How to transfer transactions between accountsLearn how to quickly handle transactions between your bank accounts.
List of transaction categories availabe in TaxTankExplore the comprehensive list of transaction categories available in TaxTank for streamlined allocation.
Why you can't delete a transaction from bank feedsLearn why there isn't a delete function for transactions that come through from Open Banking.
What to do with transactions that are transfers to other accounts not in TaxTankEfficiently manage transfers to non-TaxTank accounts by allocating them to Personal Categories.
How to allocate your wife/husband/partner's income and expenses if you share a bank accountLearn how to allocate shared expenses in TaxTank when you share with another TaxTank user like your wife/husband/partner or co-owner.
How to allocate loan settlement funds on a new propertyLearn where you can allocate any new loan settlement funds or transfers for properties in TaxTank.
How to handle transfers that couldn't be matchedLearn how to manage unmatched transfers in TaxTank for seamless tracking and categorisation.
How to handle transactions from PayPal, Wise and other international financial institutionsLearn how to manage foreign currency transactions in TaxTank with our current capabilities, future enhancements, and interim solutions.
How to record an income tax payment or refundLearn how to allocate tax payments or refund from bank feeds to ensure they don't impact current tax calculations.
Understanding the difference between the TaxTank Balance and Bank BalanceLearn about the difference between your TaxTank Balance and Bank Balance in TaxTank.
How to allocate loan drawdown payments and settlement feesLearn how to accurately allocate any loan drawdowns, associated establishment fees and capital costs in TaxTank.