Notifications
Clear all
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