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 handle transactions from PayPal, Wise and other international financial institutionsLearn how to manage foreign currency transactions in TaxTank with our current capabilities, future enhancements, and interim solutions.
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.