Knowledge Base
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Bookkeeping
Getting Started
Configuration
working with us
Using Formations Platform
Onboarding
Dashboard
End of Year
Accounting
Payroll
Help
Documents
News and Announcements
Release notes
Waitlist
Incorporation and S-Election
S-Corp Basics
Business entities
Cash flow
Bookkeeping
Bank Connections
Transactions
General
Expenses
Taxes
Tax Season
Benefits
401K
Retirement Plans
Health Plan
Accounting
How to read financial documents?
Customer-Only Video Sessions
Taxes
Expenses
Business Growth Mindset
Benefits
Working with Formations
Banking
Relay
Back to home
Knowledge Base
Bookkeeping
Getting Started
Configuration
working with us
Using Formations Platform
Onboarding
Dashboard
End of Year
Accounting
Payroll
Help
Documents
News and Announcements
Release notes
Waitlist
Incorporation and S-Election
S-Corp Basics
Business entities
Cash flow
Bookkeeping
Bank Connections
Transactions
General
Expenses
Taxes
Tax Season
Benefits
401K
Retirement Plans
Health Plan
Accounting
How to read financial documents?
Customer-Only Video Sessions
Taxes
Expenses
Business Growth Mindset
Benefits
Working with Formations
Banking
Relay
Bookkeeping
Bank Connections
Why do I need to provide bank or credit statements when Formations have my bank accounts connected?
Will you have full access to my bank account?
Is it safe to connect to a bank account via Formations?
Will the transactions from my accounts be immediately imported?
Why does my account keep requiring me to relink/re-authenticate?
How do Formations get my bank data?
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Transactions
How do I view transactions?
Can I add notes to the transactions?
How often will my transaction update?
How far back do my transactions import?
Why can't I edit other fields like name, amount etc for a transaction?
Can I delete notes in the transactions?
Can I bulk update my transactions?
Can I download my transactions?
How to filter transactions?
How do I choose a category for a transaction?
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General
Do I need a W9?
What is a Business Expense?
How do we reconcile your books?
Expenses
Writing off Car and Mileage Expenses
How to report my Business Use of Home?
How to report my mileage usage?
