Banktrack
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  • 📌HOW TO START
    • What is Banktrack?
    • Banktrack in 3 minutes
  • 📊DASHBOARDS
    • How to create a custom dashboard
    • How to create a Budget block
  • 📶FORECASTS
    • How to make a future forecast
  • 🔍TRANSACTIONS
    • How to use the transaction finder
    • How to ignore a transaction
    • How to import transactions
    • How to add a transaction manually
  • 📄INVOICES
    • How to reconcile invoices
    • How to send invoices to Banktrack
  • ✨AUTOMATIONS
    • How to create an automation
  • 📑REPORTS
    • How to create a custom report
  • 🔔ALERTS
    • How to create a custom alert
  • 🏦BANKS
    • How to connect a bank
    • Types of bank connections
    • Bank synchronization
    • Reconnect a bank
  • 📲INTEGRATIONS
    • How to connect a channel
  • 🏷️CATEGORIES
    • How to create a custom category
    • How to categorize transactions Automatically
  • ⚙️SETTINGS
    • How to subscribe
    • How to modify preferences
    • How to modify billing information
    • How to add additional users
    • How to add a workspace
    • How to manage my Banktrack subscription
    • How to modify your account information
    • How to change your password
  • 💡INFORMATION OF INTEREST
    • Security
    • Privacy
    • Plans and pricing
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  1. HOW TO START

What is Banktrack?

SiguienteBanktrack in 3 minutes

Última actualización hace 8 meses

¿Te fue útil?

is an online tool to take control of your finances.

You can use it to:

  • Connect all your and get a global view of your finances.

  • Share financial information with whomever you want without needing to share your banking credentials, and send it through the you prefer (WhatsApp, email, Telegram, SMS).

  • Create periodic of your finances with all the information you need: transactions, balances, trend graphs, tables, etc.

  • Set up custom to instantly know what’s happening with your banks.

  • Create that allow you to organize your banking transactions easily and without manual work (categorize, label, modify transaction descriptions, etc.).

  • Visualize your finances on personalized that automatically update with your bank information.

  • transactions across all your accounts in one click, just like you would on Google.

  • Automatically with transactions.

  • Create of what will happen in your accounts in the coming months.

Who is Banktrack for?

  • Individuals: Ideal for having precise and fully personalized control of your personal finances.

  • Freelancers: Save time managing your finances and communicating with your accountant. Automate your finances and focus on what truly adds value.

  • SMEs: Easily manage your company’s finances without wasting time on complex tools or spreadsheets.

  • Startups: Control your business’s cash flow and share the information with your partners to make strategic decisions based on real data.

  • Enterprises: We offer solutions tailored to your needs. , and we’ll show you how Banktrack can help you.

If you’re still unsure if Banktrack is useful for you, and try it for free (no credit card required).

📌
Banktrack
banks
channels
reports
alerts
automatic rules
dashboards
Search
reconcile invoices
forecasts
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