Banking

Add your bank accounts, bring transactions in, and explain each one so your books stay accurate.

Banking is where your real-world money meets your books. Add your accounts, bring transactions in by statement import or manual entry, then explain each line so Kontala knows what it was for.

Bank accounts

Add a bank account

Create an account with an opening balance and currency

Getting transactions in

Bank feeds: what Kontala supports today

No live feeds yet - imports and manual entry instead

Import a bank statement

Upload a CSV or OFX export and confirm the mapping

Statement import formats

Supported file types, columns, dates and amounts

Add a transaction manually

Enter a single transaction by hand

Explaining transactions

Explain a transaction

Choose a type and category, or link an invoice or bill

Partial explanations

Split one transaction across several explanations

Correct an explained transaction

Edit or remove an explanation you got wrong

Transfers and assets

Record a transfer between accounts

Explain money moved between your own accounts

Explain asset purchases and disposals

Record buying and selling capital assets from the bank