Learn about Automatic Bank Transactions

Learn about Automatic Bank Transactions

How do Automatic Transactions work? 

okke allows you to import transactions from Bank Feeds or your bank statement (as a CSV file). The bank transactions on your statement will then show up in the Transactions section. You can then add them straight to your Income and Expenses records or use them to confirm a previously entered record.






If you have manually entered transactions during the month, when you import your transactions okke will auto-match these and you will be prompted to confirm the match. 

All of this also makes Bank Reconciliation easier, faster and removes a lot of common errors. 
If you prefer to manually upload your bank statement, see our instructional article on Uploading your Bank Statement as a CSV.