Import transactions from bank emails

Many banks email you every time money moves. If you forward those emails to DuoCents, it reads them and prepares the transactions for you, so you only have to confirm them.

Where to find it

Open the app menu from the menu button at the top left of the Home screen and tap Email Forward. A number badge shows how many transactions are waiting for you.

Steps

1. Open the app menu and tap Email Forward.

2. Open the Setup tab. Your sync address is the address that belongs to your organization. Tap Copy to copy it.

3. Tap Gmail Filter Setup to read how to make a Gmail filter that forwards your bank's emails to that address.
4. Gmail asks you to confirm the forwarding address. After you do, come back and tap Check for Gmail confirmation.

5. Open the Pending tab. Transactions found in your forwarded emails wait here for your review.
6. Tap Assign on a transaction.

7. Choose the account in Assign to account. DuoCents creates the transaction in that account, and from then on emails with the same pattern are assigned to it automatically.

Tips

• Tap the ✕ on a pending transaction (its label is Dismiss) to discard it.
• The Activity tab lists what has been synced.
• The filter covers every bank DuoCents supports, so you only need to create it once.