You can stop importing those .csv files into Xero Personal – our personal finance product now has bank feeds! Connect Xero Personal to your bank and your online banking transactions automatically come through every morning for you to sort and categorize.
Many of the bank feeds supported by Xero Business are supported immediately, with more coming in the New Year. Over time the number of banks included will only increase.
We’ve also added notes to transactions so you can put any detail you want on your spending. Have a look at how bank feeds, sorting rules (released in July) and notes on transactions work together to give you a complete picture of your finances in this video:
Check this list now to see if your bank is available, or log into your Xero Personal, add an account, and type in your bank’s name to see if it is there.
If you aren’t already using Xero Personal then do sign up. You’ll love how easy it is to get a complete picture of your spending when your transactions come through every morning.