A bank feed is a secure connection between your bank account and Accounting Individual. It's the fastest way to bring in transactions and add categories to them.

Haven't set up bank feeds yet? Read our Set up bank accounts and bank feeds guide >

Process your bank feed transactions

When connected, transactions will import directly from your bank account into Draft transactions.

You can then start adding categories and save the transactions. Once saved with a category your transactions will appear in Completed transactions.

Find out how to:

• Add categories >
• Add attachments >
• Split transactions >
• Edit transactions >
• Delete transactions >