Managing Bank Transactions
View, categorise, and match imported 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