Adding bank account Transactions

Posted by Wes Hooper on 22nd February 2010 in Updates

We've tidied up the process of getting your bank transactions into Moobiz. The confusing "Import transactions" or "Add transactions" option (see below) is now gone.

Depending on which you chose, you'd end up in a different places with no clear help as to whether you'd made the best choice. You could either upload and import a statement file from your bank...

...or type in transactions yourself if your bank doesn't offer online statement downloading...

Now, with this update to Moobiz, there is a single option which guides you to the best option of importing a statement, but lets you type them in too if that's what you'd prefer. A small bit of help text on the page ties the two options together of you're unsure.