Bookkeeping
Bank Connections
- How does Formations get my bank data?
- Is it safe to connect to a bank account via Formations?
- Why does my account keep requiring me to relink/re-authenticate?
- Will you have full access to my bank account?
- Why do I need to provide bank or credit statements when Formations have my bank accounts connected?
Transactions
- Transaction Rules Management
- How do I view transactions?
- Can I add notes to the transactions?
- Can I download my transactions?
- Can I delete notes in the transactions?
- How far back do my transactions import?
- How often will my transaction update?
- Can I bulk update my transactions?
- Why can't I edit other fields like name, amount etc for a transaction?