Banking
Bank accounts, statements, matching and reconciliation.
- Add a bank accountAdd each business bank account, with its opening balance.
- Import a bank statementBring in transactions from a file your bank gives you.
- Match bank transactionsPlain suggests what each bank line is. Accept it, or choose another.
- Code a bank line to an accountComing soonRecord bank fees, interest and other lines that have no invoice or bill.
- Bank rulesComing soonTell Plain how to treat transactions that repeat.
- Bank feedsComing soonBring in transactions automatically from your bank.
- Reconcile and check your bank balanceMake sure Plain's bank balance matches your statement.