Bank Connect Overview

Follow the instructions below to navigate to the Bank Connect page.

Each of the tiles represents a Bank Account in GoldFinch and is connected with the bank’s financial institution using Bank Connect.

1. Clicking this icon will navigate you to the Bank GL Account page.
2. This represents the Bank Balance from the downloaded Bank Transactions using Bank Connect.
3. This number represents the No. of Bank Transactions that are not cleared and waiting for review.
4. This is the last date that the Bank Transactions were downloaded.
5. This is the GL Balance from the Bank GL Account in GoldFinch.
6. This number represents the No. of Bank GL Ledger Entries that are not cleared.

1. Click Update to download the latest Bank Transactions and to run the matching routine and the add routine.

• Review Manage Matching Rules for more details.
• Review Manage Add Rules for more details.

1. Click Add Rules to add additional rules when processing the add routine.
2. Click the tile of the Bank Account to review and perform match or add actions. Review Bank Transaction Processing.