Bank Connections
Transaction Matching
Transaction Matching Easily match imported transactions from your Checking, Savings and Credit Card accounts with existing Renter Insight Transactions. Renter Insight will automatically match deposits that were deposited to your accounts by Renter ...
Financial Connections - Link Bank & Credit Cards
Financial Connections Easily import transaction from your Checking, Savings and Credit Card accounts. Importing transactions enables you to auto match transactions, create expenses and journal entries to speed up bookkeeping & reduce errors. Activate ...
Categorize Transactions
Categorize Transactions After you've linked your financial accounts, you can categorize the transactions that are imported. Review and categorized downloaded transactions From the Accounting Menu, select Bank Transactions. Select the Account Tile ...