Bank Management
View bank transactions and manage client accounts.
Filters
Select Customer
Select an option above to view data.
Income vs Expenses by Month
Top Expense Categories
Top Expense Categories This Month
Manage Categories
Review Statement Import
| Date | Description | Reference | Amount | Balance | Accrued Bank Charge | Status |
|---|
Split Transaction
Original amount:
🤖 Tax Assistant
Helps prepare and categorise transactions for your accountant — not a final tax determination.