We’re pleased to announce our new partnership with leading banking provider, Yodlee. Yodlee gives our customers secure access to real-time banking data for the United States, Canada and South Africa. This increases Fiskls bank coverage from 6,000 to a whopping 21,000 banks in 70 countries. Yodlee connects your bank accounts and automatically pulls your transactions into Fiskl. Fiskl will automatically match and categorize your transactions in order to keep your accounts updated and ready for tax season. Some major banks in North America are driving towards Open banking so have strictly limited their access to just a couple of providers. As a result, our current provider, SaltEdge has had to reduce their services in this region, along with Canada and … Read more
You can import your bank statements into money accounts for reconciliation and accounting. Visit your online banking website and download an electronic statement for your bank or credit card account in any of these file types: .qif .ofx .csv. From “Accounting” navigate to a money account either via “Transactions” or “Chart of Accounts”. Select your account, tap on more, and select “Import”. Tap on the plus button and select your import file from your device. You will see a preview of your file. For .qif .ofx all you need to do is select import. However, for csv imports, we will require a bit more help from you. For CSV files follow the few quick steps below: Choose where your import … Read more
In addition to Direct Debit, GoCardless has recently released an exciting update to their payment ecosystem called “Instant Bank Pay” available in the UK (coming soon to the Eurozone and United States). Instant Bank Pay is a compliment to recurring payments allowing you to confirm bank to bank payments instantly. Fiskl seamlessly uses Instant Bank Pay in parallel with Direct Debit collecting the first payment in a recurring invoice or payment schedule using Instant Bank Pay but setting up the direct debit in the background so that subsequent payments are automatically collected. For detailed FAQ’s please click here for more information.
Fiskl has partnered with GoCardless to offer the safest and most affordable way to pay invoices using GoCardless innovative bank to bank payment system. With GoCardless you can invoice and get paid from international clients including UK, USA, the Eurozone, Sweden, Denmark, Australia, New Zealand and Canada and support GBP, EUR, SEK, DKK, AUD, NZD, CAD and USD currencies. GoCardless has recently released an exciting update to their payment ecosystem called “Instant Bank Pay” Instant Bank Pay is only available in the UK but GoCardless and Fiskl have plans to release Instant Bank Pay to the Eurozone and the United States in the near future. How does GoCardless work? You can collect one-off or regular payments through Fiskl by connecting … Read more
Easily review all your transactions and help your accountant quickly identify which transactions to include in your accounts. Connect your bank account. See Connect your bank account within this guide. All your transactions will appear, from here you can review, set categories, filter, sort and identify non business related transactions and more. Fiskl will automatically categorise the transactions however, if the transaction isn’t an obvious match, it’ll be marked as an uncategorised income or expense.
Connecting your bank and credit card accounts to Fiskl is a great way to keep track of both your income and expenditure. You can connect to multiple banks with multiple currencies choosing from over 5700 banks across the globe. Fiskl has partnered with Salt Edge to deliver a seamless and secure connection to your bank accounts. Click here for a list of all supported banks
If you would like to disable your bank account, go to Banking from the main menu: To disable your bank account: Using your mobile, swipe left and tap on “Disable”, or click on the edit icon on the web. Your bank account will be disabled and displayed in grey.
Yodlee and Salt Edge, Fiskl’s third party connectors, can help you to quickly connect Fiskl to your bank account. All accounts you set up will appear in the Banking section. You can set up multiple bank accounts with multiple currencies. Go to “Banking” from the main Fiskl menu. Click on “Connect”. Select or search for your bank by entering the name of your bank. Enter your ID and password. Your accounts will be listed, click “Save & Finish”, if you would like to add more than one bank account click “Save & link more accounts”. Your accounts will then be connected. Click “Transactions” on the bank account card to go to your Chart of Accounts where you’ll see all your … Read more