Bank Module
Bank Module
Track bank transactions effortlessly with table view, automatic syncing via connections, and manual entry options. Connect accounts securely using Bank Integration for seamless transaction management.
Overview
The Bank module helps you keep track of your bank transactions for your freelance business.
Key Features
- Table View: Displays your bank transactions in a table format.
- Connecting Bank Accounts: Use the "Connections" button to sync your bank transactions automatically. Follow the steps for the Bank Integration to connect your accounts.
- Importing Data: Import transaction data from your bank provider using the "Import" button.
- Creating a New Transaction: Click the "New" button to manually add a transaction.
Steps to Connect Bank Accounts
- Click on the "Connections" button.
- Follow the prompts for the Bank Integration to securely connect your bank accounts.
- Once connected, your transactions will sync automatically.
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