Managing Transactions
Streamline your transaction management by learning how to allocate transactions, create custom categories, reconciling mortgage payments, and much more.
17 articles
- How to allocate transactions from Bank FeedsLearn how to efficiently allocate transactions from your bank feeds in TaxTank for accurate financial tracking & simplified tax management.
- How to allocate personal transactionsUnderstand the steps to allocate personal transactions accurately, ensuring precise financial tracking.
- How to find & match expense transactions from Bank FeedsLearn how to 'find and match' income and expense transactions from bank feeds in TaxTank for accurate financial tracking and tax management.
- How to split bank transactionsLearn how to split bank transactions in TaxTank for accurate expense breakdowns and detailed financial tracking.
- When to use the 'Transfer' action in bank feeds.Learn when and how to utilise the 'Transfer' action within bank feeds for seamless transaction management.
- How to transfer transactions between accountsLearn how to quickly handle transactions between your bank accounts.
- How to handle transfers that couldn't be matchedLearn how to manage unmatched transfers in TaxTank for seamless tracking and categorisation.
- How to undo an allocated bank transactionLearn how to undo allocated bank transactions, correcting any errors effortlessly.
- What to do with bank transactions that relate to your co-owner or partnerLearn how to manage bank transactions in TaxTank related to co-owners or partners for accurate financial tracking and tax reporting.
- Why can't I access the bank feed my co-owner set up to allocate for our shared property?Learn the rules for accessing bank feeds set up by co-owners in shared properties. Stay compliant and manage your finances with TaxTank.
- Why you can't delete a transaction from bank feedsLearn why there isn't a delete function for transactions that come through from Open Banking.
- What to do with transactions that are transfers to other accounts not in TaxTankEfficiently manage transfers to non-TaxTank accounts by allocating them to Personal Categories.
- How to allocate your wife/husband/partner's income and expenses if you share a bank accountLearn how to allocate shared expenses in TaxTank when you share with another TaxTank user like your wife/husband/partner or co-owner.
- How to record an income tax payment or refundLearn how to allocate tax payments or refund from bank feeds to ensure they don't impact current tax calculations.
- How to reconcile mortgage repaymentsLearn how to use the transfer action in TaxTank to reconcile mortgage repayments between accounts and keep your finances accurate.
- Understanding the difference between the TaxTank Balance and Bank BalanceLearn the difference between TaxTank Balance and Bank Balance to manage your money accurately and stay organised.
- How to leave notes for your accountant or clients to check a bank transactionLearn how to leave notes for your accountant or clients directly on a bank transaction in TaxTank. Use Discussion Notes to ask questions, give answers, and keep all communication in…