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!
11 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 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.