3
guides
Bank Feeds
Browse all Farin help guides tagged with Bank Feeds, including setup steps, screenshots, and workflow help.
All tagged articles
Accounting 4 min read
Import bank activity and review bank feeds
Connect or review the bank feed, inspect one account at a time, and fix bad ledger entries before reconciliation starts.
bank-feedsaccountingimportssync
Accounting controls 4 min read
Create bank feed rules for auto-match
Use bank-feed rules to reduce repeat matching work, but start with narrow patterns you can trust.
bank-feedsrulesauto-matchaccounting
Accounting controls 4 min read
Search unmatched bank feed items and create transactions
Use the account-level bank feed detail to search unmatched items, match what exists, and create a ledger transaction only when one is still missing.
bank-feedsmatchingtransactionsaccounting