Set up bank accounts, manage transactions, and handle categorization.
| Guide Name | Description | Action |
|---|---|---|
| Setup Cash Accounts | Complete guide to setting up cash accounts in the system. | View |
| Bulk Upload Transactions | Upload and process bank statement transactions in bulk. | View |
| Single Category Assignment | Categorize individual transactions for accurate reporting. | View |
| Split Category Transactions | Split complex transactions across multiple categories for detailed tracking. | View |
| Setup Debt Accounts | Set up and manage debt accounts and loan facilities. | View |
| Auto Categorization | Set up and manage automatic transaction categorization rules. | View |
| Receipt Upload & Invoice Linking | Upload receipts and link them to transactions and invoices. | Coming Soon |