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Bank Connections

Bank connections import transactions automatically from your financial institutions, streamlining reconciliation and cash flow tracking.

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Accessing Bank Connections

Navigate to Finances > Transactions and click Connect Bank or go to /transactions?step=connect

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Supported Connections

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Bank Feed Providers

Taskr integrates with banking providers to offer secure connections:

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Supported Account Types

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Connecting Your Bank

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Step-by-Step Connection

1. Go to Transactions > Connect Bank
2. Search for your bank
3. Select your institution
4. Click Connect
5. Enter your bank credentials in the secure window
6. Select accounts to connect
7. Authorize the connection
8. Click Finish

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Security Information

Your bank credentials are:

• Entered directly with your bank
• Never stored in Taskr
• Protected by bank-level encryption
• Authorized using OAuth or similar protocols

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Multi-Factor Authentication

If your bank requires MFA:

1. Enter your credentials
2. Complete MFA challenge (code, app approval)
3. Connection completes after verification

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Managing Connections

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Viewing Connected Accounts

1. Go to Settings > Bank Connections
2. See all connected accounts
3. View last sync time
4. Check connection status

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Connection Status

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Refreshing Connections

Transactions typically import automatically. To force refresh:

1. Go to Settings > Bank Connections
2. Click Refresh on the account
3. New transactions import within minutes

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Reconnecting Accounts

If connection expires or needs re-authentication:

1. Go to Settings > Bank Connections
2. Find the account showing “Needs Attention”
3. Click Reconnect
4. Enter credentials again
5. Complete authentication

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Disconnecting Accounts

1. Go to Settings > Bank Connections
2. Click the account
3. Click Disconnect
4. Confirm disconnection

Existing imported transactions remain in Taskr.

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Bank Feed Settings

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Import Settings

Configure how transactions import:

1. Go to Settings > Bank Connections
2. Select an account
3. Configure:
   • Import frequency
   • Default category
   • Auto-match rules

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Import Frequency

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Historical Import

When first connecting:

• Most banks provide 30-90 days of history
• Some provide up to 12 months
• Historical transactions import automatically

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Working with Imported Transactions

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Review Queue

New imported transactions appear in the review queue:

1. Go to Transactions > For Review
2. See uncategorized transactions
3. Categorize and match
4. Move to processed

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Auto-Matching

Taskr automatically attempts to match:

• Payments to invoices
• Payments to purchase orders
• Recurring transactions to rules

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Manual Matching

When auto-match fails:

1. Open the transaction
2. Click Match
3. Search for invoice/PO
4. Select the match
5. Confirm

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Creating Rules from Transactions

Turn a categorization into a rule:

1. Categorize a transaction
2. Click Create Rule
3. Review the suggested conditions
4. Adjust if needed
5. Save rule

Future similar transactions categorize automatically.

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Reconciliation with Bank Feeds

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Simplified Reconciliation

With bank feeds connected:

1. Go to Transactions > Reconcile
2. Select the bank account
3. Imported transactions show check marks
4. Verify ending balance matches
5. Complete reconciliation

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Handling Discrepancies

If bank balance does not match:

• Check for pending imports
• Look for duplicate transactions
• Verify manual entries
• Check for bank fees not imported

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Multiple Accounts

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Connecting Multiple Banks

You can connect accounts from multiple institutions:

1. Go to Settings > Bank Connections
2. Click Add Connection
3. Select the new bank
4. Complete connection process

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Account Organization

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Transfers Between Accounts

When transfers between connected accounts import:

• Both sides import as separate transactions
• Match them as a transfer
• Avoid double-counting

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Security and Privacy

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Data Protection

• Bank-level encryption (256-bit)
• Read-only access (no payment initiation)
• Credentials stored with banking provider
• Regular security audits

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Permissions

Control who can manage bank connections:

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Audit Trail

All bank connection activities are logged:

• Connection events
• Refresh requests
• Disconnection events
• Error occurrences

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Troubleshooting

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Connection Failed

1. Verify bank credentials
2. Check if bank site is operational
3. Try connecting again
4. Contact support if issue persists

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Transactions Not Importing

1. Check connection status
2. Verify account is active
3. Click Refresh to force import
4. Check import date range

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Duplicate Transactions

1. Check for manual and imported versions
2. Delete the duplicate
3. Set up rules to prevent
4. Review import settings

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Bank Not Found

If your bank is not listed:

1. Try searching by different names
2. Check if bank supports third-party connections
3. Contact support for alternatives
4. Consider manual import as backup

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MFA Issues

1. Ensure you have access to MFA device
2. Complete challenge within time limit
3. Try reconnecting from scratch
4. Contact your bank if MFA consistently fails

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Manual Import Alternative

If bank connection is unavailable:

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CSV Import

1. Download transactions from bank website
2. Go to Transactions > Import
3. Upload CSV file
4. Map columns to fields
5. Review and confirm

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Supported Formats

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