A bank feed pulls your transactions into Books automatically, so you match them instead of typing them in. The connection is read-only and never sees your banking password. For how that works, see Is my bank connection safe?.
Connecting a bank
- From the register, open the gear menu and choose Manage accounts, then click Add → Bank connection
- Pick your bank and sign in through the secure window
- Map each account: match it to an account you already have, create a new one, or ignore it
- Click Save bank feeds
Reviewing transactions
When new transactions arrive, the register shows a banner like “3 bank transactions need review.” Click Review, then handle each one:
- Match it to an entry you already recorded. Likely matches (same amount, near the date) are listed for one click, and you can combine several entries if one payment covered them.
- Record it as a new deposit or journal entry. Pick a category and save.
- Ignore it if it doesn’t belong in your books.
Changed your mind? Unmatch a matched transaction, or Restore to review one you ignored.
Keeping the feed running
The register flags a feed that needs attention:
- “A connected bank needs to be reconnected” means the link broke (often a password change at your bank). Click Reconnect and sign in again.
- “A connected bank hasn’t synced in a few days” is a softer heads-up. Click Check connections to take a look.
When a new treasurer takes over
If you inherited a feed that the previous treasurer set up, a banner offers two choices:
- Replace credentials signs the feed in under your own bank login. Your books, history, and reconciliations stay exactly as they were.
- These are mine keeps the existing connection as is.
You can also start Replace credentials from a financial account’s edit page.
Disconnecting
To stop a feed, go to Settings → Financial accounts, open the account, and choose Disconnect sync. Your imported history stays; only the live feed stops.