> For the complete documentation index, see [llms.txt](https://docs.powerall.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.powerall.app/en/financial/bank-accounts.md). # Bank accounts You can register and track your company's bank accounts in Powerall Online. This gives you insight into the expenses and income that go through the bank account. You can track a bank account in two ways: automatically via the bank connection or manually by uploading transaction files. The automatic bank connection works via our partner GoCardless, which allows us to connect to a large number of European banks. If you have set up the bank connection, new transactions are automatically retrieved 4 times a day and added to Powerall. In addition, you can always click the 'Fetch transactions' button to manually retrieve the latest transactions. ### Assign transactions To keep your administration complete, it is important to assign every transaction to an invoice or general ledger account. Bank transactions that have not yet been assigned (or not fully assigned) are temporarily posted to the account 'Transactions to be assigned', which is set in the administration settings. You can recognize these transactions by an orange dot in the transaction overview. To assign a transaction, select the transaction, click Edit, choose the general ledger account, invoice or payment batch to which you want to assign the transaction, and then click 'Save'. When the transaction has been fully assigned, the dot for the transaction turns green. ### Automatic recognition Transactions in which an invoice number appears in the description are automatically linked to that invoice. Of course, the invoice must have been entered first (if it is a purchase invoice). Sales invoices are If you manually assign a transaction, a message appears with a link 'Automatically recognize future transactions'. If you click this, you can set up a recognition rule to automatically link new transactions. To do this, first choose in the popup which text or characteristic the rule should be based on (for example, the account number of the sender or a specific word in the description), and then how the transaction should be assigned. When a rule is applied, the general ledger accounts are filled in as in the original transaction. Invoices are never matched via recognition rules; that always happens via invoice number. ### Edit or delete recognition rules On the dashboard **Configuration** under the heading **Financial** the button **Transaction recognition**. Here you can see the recognition rules created earlier and it is possible to delete or modify a rule. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.powerall.app/en/financial/bank-accounts.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.