What this does
Bank Sync imports your bank transactions into Relentify Accounting, either via Open Banking (automatic) or by uploading bank statements (manual). Imported transactions are matched to invoices, bills, and expenses.
How it works
- Import — transactions arrive from your bank (automatically or via upload)
- Categorise — each transaction is assigned to an account category
- Match — transactions are matched to existing invoices, bills, or expenses
- Approve — you review and confirm each transaction
Connection methods
- Open Banking — automatic daily sync (connect via Settings > Banking)
- CSV Upload — manual upload of bank statement files
- OFX/QIF Upload — import from common bank export formats
Step by step
- Go to Banking in the Accounting menu
- Connect your bank account or upload a statement
- Review imported transactions
- Categorise and match each transaction
- Approve to finalise
Tips
- Open Banking provides the most seamless experience with daily auto-sync
- Manual uploads work with any bank that provides CSV or OFX exports
- Unmatched transactions can be turned into new expenses or income entries