Proagrica

Setting up a link to your bank will ensure that transactions are automatically pulled in

Bank feeds - how to set them up

Using automated bank feed to enter banking transactions automatically.  Links to most of the main UK banks.

Import banking payments and receipts from a csv file provided by your bank

To enter bank income and expenditure manually

To import details from a bank or credit card where the import format is not listed

To create bank rules that will automatically allocate categories and assign tax codes to banking transactions downloaded or imported

The icons at the end of the line against each bank account vary according to status of the bank feed or file import

How to cancel an automated bank feed and remove its connection to Farmplan Business Cloud

Moving money from one bank account to another or paying a credit card

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