Banking
In the Banking screen, you can enter expenses paid, income deposited, and transfers of funds between financial accounts, such as payment of a credit card balance.
To open the Banking screen, click Banking in the navigation panel.
To open the Banking screen, tap Banking.
To open the Banking screen, tap Banking.
- Open the Financial Accounts screen.
- Open the Transaction Rules screen.
- Retrieve bank feeds.
- See balances for specific accounts by selecting the account from the Filter by field.
- See your expense, deposit, and transfer information.
- Add or edit deposit information.
- Add or edit expense information.
- Add or edit transfer information.
- Import transaction information.
- Delete deposits, expenses, and transfers.
- Filter your information by financial account, date, category, and vendor.
- Search by reference or description.
The availability of some or all of these features depends on your OnBalance bundle.
Was this helpful?