Bank Rules & Automation
Unlock efficiency with TaxTank's Bank Rules and Automations, from automated transaction allocations to managing recurring transactions, streamline your financial workflows effortlessly.
4 articles
- How to set up automated transaction allocationsDiscover how to set up automated allocations for transactions, saving time and ensuring accuracy
- How to create rules for recurring bank transactionsLearn the process of creating rules to automate recurring bank transactions, simplifying your financial management.
- How to edit or remove bank rulesUnderstand how to effortlessly edit or remove bank rules within TaxTank, ensuring flexibility and control.
- How to create a bank rule to automatically allocate interest to multiple propertiesLearn how to create automated bank rules in TaxTank to split interest payments across multiple properties for accurate financial tracking.