Managing Bank Transactions
Bank transactions are imported automatically via Open Banking or manually via CSV. Categorising transactions keeps your books accurate.
Viewing Transactions
Navigate to Banks → Transactions to see all imported transactions. You can filter by:
Bank account
Date range
Status
Category
Categorising Transactions
For each transaction, you can:
- Match to an existing invoice or bill
- Create a new expense
- Assign to an account directly
- Split across multiple categories
Smart Matching
dynamik.app suggests matches based on:
- Amount (exact or close match)
- Description keywords
- Previous categorisation patterns
- Date proximity