Bank Module

Ioana Cretu -

1. Overview:

The Bank module helps you keep track of your bank transactions for your freelance business.

For a detailed video tutorial, please click here.

2. 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.

3. Steps to Connect Bank Accounts:

  1. Click on the "Connections" button.
  2. Follow the prompts for the Bank Integration to securely connect your bank accounts.
  3. Once connected, your transactions will sync automatically.