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Banking

You can set up all of the bank accounts you use in KashFlow, and view their balances on the dashboard. You can also set up Automatic Bank Feeds to import your bank transactions directly into KashFlow.

  • Automatic Bank Feeds

    Save even more time and hassle with KashFlow’s Automatic Bank Feeds. This feature allows KashFlow customers to connect their online bank accounts to their KashFlow bank accounts, so they can import their bank transactions directly into KashFlow. This is an alternative, more efficient solution to the current bank transaction CSV importer, eliminating the need for manual inputting of transaction data. More information can be found here: http://www.kashflow.com/akademy/kb/bank-feeds/

  • Multiple Accounts

    Set up as many bank accounts as you like. Each one can be named anything you like and you can choose from a list of logos to make it quickly identifiable by sight.

  • Balance on Dashboard

    When you first log in to the accounting software you see a dashboard with a financial summary. This includes your bank balances and a graph showing the historical balance.

  • Reconciliation

    Any easy-to-use process for matching your actual bank statement with what’s shown in the software.

  • Upload / Download

    Upload or download bank transaction information to/from CSV files.

  • Transfers

    Quickly record transfers from one bank account to another.

  • Repeat Transactions

    Set up bank transactions to be automatically created at regular intervals.

  • Transaction Locking

    Lock all transaction on a bank account prior to a certain date to make sure you don’t accidentally change anything you shouldn’t.

  • Cash Accounts

    Support for virtual bank accounts to represent cash on hand.

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