After reading this topic, you’ll know more about: - What you can do in the Banking area of Accounting Individual
- How to create a bank, credit card or cash account
- What a bank feed is, and the benefits of connecting a bank feed to your bank account
- How you can add transactions to a bank account
Banking explainedThe Banking area of Accounting Individual is where you'll set up and manage your Bank Accounts. We automatically set up a Bank Account and a Cash Account for you, but if you are using Accounting Individual Paid you can add more bank accounts. Read our guide on how to Create a new bank account > Read our guide on how to Manage bank accounts > Bank feeds explainedA bank feed is a secure connection between your bank account and Accounting Individual. Connecting to your online banking platform allows Accounting Individual to import your transactions automatically. Your connected bank feed will regularly check for any new transactions and post them to the Draft area for you to review and save. Read our guide on how to Connect a bank feed > Add transactionsWhenever you create transactions, this updates the total balance of your bank account. Read our guide on how to Create transactions > [BCB:276:UKI - hide back button:ECB]
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