Features / Banking & Reconciliation
Your bank feed, already sorted into the books.
Suggested categories and rules do the first sort. You confirm what it proposed rather than coding every line by hand.
Features · Banking & Reconciliation
Overview
By what you hold
People and pay
Meeting the ATO
Asking for help
For accountants
Transactions that are easier to review.
Suggestions with a reason.
Each uncategorised transaction can show a suggested category, confidence level, and short reason, such as the merchant, amount pattern, or a matching rule.
Your choices shape future treatment.
When you categorise the same merchant a few times, future transactions can follow that pattern. Overrides can become the new default.
Rules for the patterns that need certainty.
Shared bills, property-specific expenses, and GST-sensitive transactions can use rules you define once and apply from then on.
What else banking can handle.
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Multi-account support — Bank accounts, credit cards, and merchant accounts can be connected.
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Bulk categorisation — Apply a category to many transactions at once.
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Split transactions — One bank line can be split across several categories.
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Transfer detection — Transfers between accounts are identified so they are not counted twice.
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Statement reconciliation — Compare the running balance against the bank's statement balance.
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Regulated feed network — Bank connections use a regulated feed provider with your consent.
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Disconnected-feed alerts — If a feed stops working, you see it before the records fall behind.
Understand the rest of the picture.
Every feature follows the same principle: show what matters, keep the detail available, and make the next step clear. Browse the full Features library to see how the product fits together.