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 to split interest payments across multiple properties.