13 articles
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