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Insert yourBank Feeds or Online Banking is one of the most useful and time saving feature of Moneypex.
Once you connect your Bank Accounts to Moneypex it will automatically download your recent transaction. Moneypex will automatically categorise all transaction and all you need is approve them. This will save you time from manual data entry.
To connect an online Bank Account, follow the following steps.
Select BANK
Click Connect
Your Bank
Bank Integration
How to upload Bank Transactions in Moneypex
If you have not connected your bank you can upload transactions manually or through CSV file.
Make sure all transactions uploaded successfully. If any transaction is missing you can add it manually by selecting Account Transactions.
How to match Bank Transactions in Moneypex
If you have connected the online bank account or uploaded CSV in Moneypex it will automatically finds the transactions and highlight it in Green Colour.
- On the right-hand side under the Manage tab select (…)
- Select Match Record. It will show you all the transactions which matches with the records. Select the transaction and press ok.
- You can view all the matched transactions.
