Features / Banking & Reconciliation
Bring bank transactions into the picture.
Connected accounts bring transactions into Myaccountant for review. Suggested categories, rules, and reconciliation checks help turn bank activity into records you can trust.
Features · Banking & Reconciliation
Overview
By what you hold
People and pay
Meeting the ATO
Asking for help
For accountants
Transactions that are easier to review.
Suggestions with a reason.
Each uncategorised transaction can show a suggested category, confidence level, and short reason, such as the merchant, amount pattern, or a matching rule.
Your choices shape future treatment.
When you categorise the same merchant a few times, future transactions can follow that pattern. Overrides can become the new default.
Rules for the patterns that need certainty.
Shared bills, property-specific expenses, and GST-sensitive transactions can use rules you define once and apply from then on.
What else banking can handle.
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Multi-account support — Bank accounts, credit cards, and merchant accounts can be connected.
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Bulk categorisation — Apply a category to many transactions at once.
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Split transactions — One bank line can be split across several categories.
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Transfer detection — Transfers between accounts are identified so they are not counted twice.
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Statement reconciliation — Compare the running balance against the bank's statement balance.
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Regulated feed network — Bank connections use a regulated feed provider with your consent.
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Disconnected-feed alerts — If a feed stops working, you see it before the records fall behind.
Understand the rest of the picture.
Every feature follows the same principle: show what matters, keep the detail available, and make the next step clear. Browse the full Features library to see how the product fits together.