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Help centre › Banking

Banking

  • Connect a bank (bank feeds)
    Transactions arrive on their own; you match them.
  • Import a bank statement
    CSV, PDF or a photo, on every plan.
  • Match bank lines to invoices and bills
    Reconciling, creating a bill from a withdrawal, and undoing.
  • Split matching
    One deposit covering several invoices, or one payment covering several bills.

Still stuck? Write to us or email support@todah.ca — a person replies, usually within a working day. The FAQ covers plans, prices and the questions people ask before they sign up.

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