Notifications
Clear all
Can I link Clubtreasurer to my Bank Account to automatically upload transactions?
Topic starter
30/09/2022 10:32 pm
Can I link Clubtreasurer to my Bank Account to automatically upload transactions?
Direct bank linking is not currently available. However, Clubtreasurer's intelligent import feature makes manual file uploads quick and efficient. The system "learns" from your initial transaction mappings, automatically categorising future imports by adding Cost Codes, Events, Members, etc.. to your transactions, saving you significant time.
For a detailed walkthrough of the Transaction Import process, please refer to our tutorial: https://clubtreasurer.com/blog/?page_id=579
This topic was modified 1 month ago 2 times by CT Support
Quote
Forum Information
Our newest member: James W
Latest Post: API access to our data in Club Treasurer?
Forum Icons:
Forum contains no unread posts
Forum contains unread posts
Topic Icons:
Not Replied
Replied
Active
Hot
Sticky
Unapproved
Solved
Private
Closed