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.
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.