Banking & Assets
Updated 1 day ago
1 min read
Overview
The Banking module is your financial operations centre. Manage bank accounts, record transfers, connect to your bank for automatic transaction feeds, set up categorisation rules, and track fixed assets.
Accessing Banking
Navigate to Account > Banking from the left sidebar.
Tabs
The Banking hub is organised into 6 tabs:
| Tab | Description | Documentation |
|---|---|---|
| Bank Accounts | Manage your bank accounts | Details |
| Transfers | Record inter-account transfers | Details |
| Assets | Track fixed assets | Details |
| Bank Connections | Connect to banking providers | Details |
| Bank Feed | View and categorise imported transactions | Details |
| Categorisation Rules | Automate transaction categorisation | Details |
Summary Statistics
| Metric | Description |
|---|---|
| Total Bank Accounts | Number of registered bank accounts |
| Total Balance | Sum of all account opening balances |
| Total Assets | Number of fixed assets |
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