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Bank Feeds & Open Banking
Learn all about TaxTank bank feeds, opening banking and allocating transactions
28 articles
Setting up live bank feeds in 2 easy steps!It takes just a few minutes to get your banks linked to TaxTank
How to add your bank account using Open BankingMatch bank accounts with tanks & properties for real time information
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
How to import bank transactions manuallyHow to import historic transactions using a csv
How to add your bank account if your bank doesn't appear in the pop up selector
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 loan
How often do bank feeds get updatedBank transctions are daily everyday in TaxTank through the use of Open Banking with Basiq.
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.
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 undo an allocated bank transactionA few options to quickly fix any mistakes
What to do with bank transactions that relate to your co-owner or partnerHow to reconcile bank transactions that related to your co-owner or partner.
When to use the 'Transfer' action in bank feeds.Here's why we have the transfer funtion and how to use it.
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
How to set up automated transaction allocationsFind out how to set rules and automatically allocate transactions
How to create rules for recurring bank transactionsApply rules to your regular bank transactions to speed up allocation
How do I edit or remove bank rules?if your rules are triggering you can edit the conditions from the transaction or rules tab.