Connecting Your Bank Accounts
Learn how to connect your bank accounts to TaxTank using Open Banking or manual options for complete, accurate transaction tracking.
17 articles
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 connect Business, Trust, and SMSF accounts together with personal accounts for Open BankingLearn how to connect business, trust, SMSF, and personal accounts for Open Banking with simple steps and helpful tips.
How to add Trust or Business Accounts from MacquarieLearn how to connect your Macquarie Trust or Business account to TaxTank, including the extra form required by the bank to enable access.
How to add Trust or Business Accounts from CBALearn how to connect your CBA Trust or Business account to TaxTank, including how to update your data sharing authority.
How to add Trust or Business Accounts from ANZLearn how to connect your ANZ Trust or Business account to TaxTank by updating your Open Banking permissions.
How to manage adding a Credit Card in Bank FeedsLearn how to easily manage adding a credit card in TaxTank when it is automatically classified as a 'Loan Account' from Basiq.
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.
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.
How to add multiple manual bank accounts in TaxTankLearn how to easily add multiple manual bank accounts in TaxTank.