Connecting Your Bank Accounts
Learn how to connect your bank accounts to TaxTank using Open Banking or manual options for complete, accurate transaction tracking.
20 articles
- How to set up live bank feeds with Open Banking in 2 easy steps.Learn how to set up bank feeds in TaxTank in just 2 easy steps for smooth integration and precise financial management.
- How to add your bank account using Open BankingLearn how to add your bank account in TaxTank with Open Banking, ensuring fast setup and precise management of your finances.
- How to set up manual banks when live bank feeds are not yet available.Learn how to add manual bank transactions in TaxTank when live bank feeds aren’t available, keeping your finances accurate and up-to-date.
- How to import bank transactions manuallyLearn how to manually import bank transactions into TaxTank to keep your records accurate and ensure precise financial and tax tracking.
- 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 your Business, Trust, or SMSF accounts to TaxTank, including the extra steps sometimes required by your bank to enable access.
- 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 BankingLearn how MFA, Bank Feeds, and Open Banking combine in TaxTank to provide stronger security and protect your financial information.
- 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.
- How to add multiple profiles or user ID's in bank feedsLearn how to add multiple bank profiles in TaxTank to manage personal, business, trust, and joint accounts all in one place.
- How to remove imported CSV bank transactionsLearn how to remove imported CSV bank transactions in TaxTank, delete bulk entries, and fix mistakes by removing files and linked allocations easily.
- Banks that require additional authority for Open BankingLearn how to connect bank accounts requiring extra authority for Open Banking, including trust, business, and joint accounts, with step-by-step guidance.