Adding Bank Accounts to Manager

[Tony2]

I need some assistance in adding my bank accounts to manager, first time using a system like this. Where do I go to find a link to sync my bank accounts with manager please

[Tut]

You can frequently find answers in Guides at the top of the forum when you have questions. See this one on how to create an account (a bank account is one form of a cash account):

Set up a cash account

Cash accounts are created to record money received or spent from accounts held with financial institutions, including current/checking accounts, savings accounts and credit facilities. Cash accounts can also be used for petty cash imprest accounts and cash floats. Before you create the first cash account, you need to enable the Cash Accounts tab. To do that, click Customize under the list of tabs. [image] Select Cash Accounts option. [image] And click Update button at the bottom to confirm…

You don’t synchronize Manager with your bank accounts, as in having real-time data pushed to you. That raises enormous security problems. Some banks allow you to export bank statements, which can be imported to Manager:

Importing bank statements

To save time, you can import bank statement transactions instead of manually entering them. To import a bank statement: Go to Cash Accounts tab. [image] Click the amount from the Cleared balance column of the bank account you are importing transactions into. [image] Click Import Bank Statement button. [image] Select the file on your computer containing the transactions you exported from your bank a…

Of course, your bank doesn’t know what the transactions are for, in terms of which accounts they should be posted to. After importing, many of your transactions can be categorized to proper accounts using bank rules:

Categorizing bank transactions using bank rules

If you import bank transactions, after they are imported, the transactions will be uncategorized. [image] When you click the View button, you will be taken to the screen showing the uncategorized transactions. [image] Notice that all checkboxes are disabled. This is because Manager compares your bank rules with imported transactions and only transactions with matching descriptions can be bulk categorized. Let’s create a bank rule for bank charges by clicking the New Bank Rule button on the…

Remaining ones must be judged and categorized manually.