You can set up all of the bank accounts you use in KashFlow, whether personal (for expenses) or business, and view their balances on the dashboard. Repeat transactions can be set up to recur at regular intervals and you can quickly record transfers between accounts. We also make reconcilliation nice and easy, so you can get back to making (or spending, if there’s a good sale on…) more money.
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.
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.
Quickly record transfers from one bank account to another.
Set up bank transactions to be automatically created at regular intervals.
Lock all transaction on a bank account prior to a certain date to make sure you don’t accidentally change anything you shouldn’t.
Support for virtual bank accounts to represent cash on hand.