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, export, 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.

After connecting your bank for the first time, if your bank transactions don’t appear instantly please note it can take Saltedge (Fiskl’s third party connector) up to 12 hours to fetch the initial transactions from the connected bank account.

Fiskl will pull in as many transactions as possible sometimes this is from 1 month to 12 months depending on the institution.

Mobile
Web

From the main menu select “Banking”.

View transactions

Fiskl will automatically import your transactions from your bank account so you can quickly review them.

Hover over the refresh icon to find out when the next auto-update is due or if you prefer to refresh immediately, simply click on the refresh icon.

If your bank requires a secondary authentication such as a Multi Factor Authentication, SMS, email or another method, you may need to enter this each time you refresh, the transactions will not be fetched automatically.

Each account linked to your bank will appear as a card containing the following high level account information:

  • Name of the account.
  • Name of the bank.
  • Bank balance.
  • Indication of when the account was last updated.
  • The figure at the bottom left of the bank card is the sum of the amounts you’ve already reviewed in Fiskl.
  • The counter on the right is the number of transactions which have not been reviewed in Fiskl.

Your transactions are listed under each account card.

Categorise transactions

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.

These categories can be easily changed by clicking on the drop down menu next to the Uncategorised field.

Review transactions

To mark your transactions as reviewed click on the tick.

If your transaction is not business related, then these can be easily excluded from your accounts. Select the transaction, click on “Bulk actions” and “Exclude”. These will be moved to the excluded list.

To move any excluded transactions back to your main list hover over the transaction and click “Undo”.

Multiple transactions can be selected by clicking on “Bulk actions”.

Sort transactions

To sort your transactions, click on the arrows next to each column header.

Export transactions

Transactions can be exported to both .XLS and .CSV by clicking on the export button at the top right of the list.

From the main menu select “Banking”.

View transactions

Fiskl will automatically import your transactions from your bank account so you can quickly review them.

Click on the refresh icon to instantly refresh or find out when the next auto-update is due.

If your bank requires a secondary authentication such as a Multi Factor Authentication, SMS, email or another method, you may need to enter this each time you refresh, the transactions will not be fetched automatically.

Each account linked to your bank will appear as a card containing the following high level account information:

  • Name of the account.
  • Name of the bank.
  • Bank balance.
  • Indication of when the account was last updated.
  • The figure at the bottom left of the bank card is the sum of the amounts reviewed in Fiskl.
  • The counter on the right is the number of transactions which have not been reviewed in Fiskl.

Your transactions are listed under each account card.

Categorise transactions

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.

The category can be easily changed by tapping on the transaction and selecting the relevant category.

Review transactions

To mark your transactions as reviewed tap on the tick, this will then change to green.

If your transaction is not business related, then these can be easily excluded from your accounts by swiping left on your transaction and tapping on “Exclude”.

To move any excluded transactions back to your main list go to the “Excluded” tab, swipe left on the transaction and tap “Undo”.

Sort transactions

To sort your transactions, tap on the filter icon at the top right of your screen, here you can filter by choosing a date, or sort by date, total or name.

Export transactions

Transactions can be exported to both .XLS and .CSV by clicking on the export button at the top right of the list.

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