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ForecastsHow to make a future forecast

How to Start

Introduction
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
How to import invoices

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

Tags

How to create a custom category
How to categorize transactions automatically

Contacts

How to import contacts

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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Forecasts

How to make a future forecast

Learn how to create forecasts in Banktrack.

ℹ️ Video translation into English in progress

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How to create a Budget block

How to use the transaction finder

How to create a Budget block

How to use the transaction finder

Last updated 3 weeks ago

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