• How to record a loan

  Create the loan liability, book the proceeds deposit to it, and split each payment into principal and interest.Popular

• How automatic categorization and review work

  Rules run first, AI handles the rest, and nothing counts in reports until you approve it in the inbox.Popular

• Connect your bank account

  Connect a US bank or card in a couple of minutes with a secure, read-only connection that syncs daily.Some readers

• Set an account's opening balance

  Start each bank, card, or loan from the right number, or adopt a handwritten opening instead of posting a second one.Some readers

• Fix a bank connection

  Reconnect a bank that stopped syncing, tell Importing apart from an error, and fill missing months.Some readers

• Fix or change a transaction's category

  Correct any category in a click, and re-run the AI on a batch when you need to.Some readers

• Reconcile your books and how transfers auto-match

  Reconcile an account against a bank statement, clear a whole statement in one click, and let transfers pair themselves.Some readers

• Transfers, credit-card payments, and owner draws

  The three categorizations everyone gets wrong, and the one that double-counts your spending.Few readers

• My bank is not supported, or will not connect

  Search the full directory, use the second secure provider, or import a CSV. What to do and how to ask us to add your bank.Few readers

• How BooksGPT connects to your bank, and how much history you get

  The two secure providers BooksGPT uses, what the Stripe Link window really is, and how far back each one can pull your history.Few readers

• Fill a possible gap in bank history

  Fill a possible missing stretch of bank history without double-counting.Few readers

• Merge a duplicate bank account

  Merge an empty archived duplicate into the bank account you actually use.Few readers

• Review the inbox and post to your books

  Confirm the inbox, then post those transactions to your books.Few readers