This article describes how to create a new bank account in KashFlow. Creating the Account To create a new bank account go to Bank > Add New Account and enter in the following; Basic Information Name – Give this account a unique identifying name, i.e. “RBS Business Current Account” Account Code…
Read moreIf you sell via Amazon then you’ll find they usually retain all of the money for your sales and then send you a payment to settle what you are owed for those sales, less Amazons fees and commission. This guidance advises on how we suggest you deal with this scenario in…
Read moreThe bank section in KashFlow allows you to keep track of all your transactions across multiple bank accounts including current accounts, loans, and credit cards. To get started, you will first need to set up a bank account. Adding Transactions When you have added your account, you can start to…
Read moreYou may find that when you look at a Balance Sheet or Trial Balance report, the balance shown for your bank account(s) doesn’t match the balance shown for the account elsewhere in KashFlow (such as the Overview page or under the Bank tab). There are two possible causes for this. Amount entered as a…
Read moreSelecting your source When you activate bank feeds on your bank account in KashFlow, you’ll be taken to a setup screen to choose where you want your bank transactions to come from. You can choose between : Manual Upload : Download your bank statement from your bank, in CSV format. Then upload…
Read moreBank Feeds – CSV format Most banks allow you to download your transactions or statement in CSV format. You can use that file as a source of transactions for your bank feed. Contents Download the CSV from your Bank Tutorial Video The CSV Template Editing the file with MAC OS Uploading…
Read moreThis article describes how to connect an online banking account to a KashFlow bank account. Open Banking; Important Information New EU requirements for the banking industry are coming into effect on 14th September 2019. This will affect all of KashFlow’s UK Banks connected via Yodlee. As a result, starting from…
Read moreAuto–Matching The bank page includes a graphical representation of your historical bank balance over the last 6 months and your up-to-date bank balance. To start off hit View/Add. By clicking on View/Add transactions you will see that the layout has changed. You have the facility to import transactions using the…
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