Tutorial5 min read
Turn UK Bank Transactions into a Monthly Excel Spending Report
Build a category-by-month spending report from bank transactions, with a worked example that handles refunds, transfers and incomplete months.
Read guidePractical systems for calmer financial operations.
Clear guides for connecting bank data, automating busywork, and building financial workflows that stay current.
Tutorial6 min read
Your Client Got an HMRC Letter? Get Their Records Current in One Afternoon
When a client receives an HMRC letter, bring the available bank records into a controlled source ledger, identify gaps and give the review work a clear starting point.
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Tutorial6 min read
Mortgage Account, Rent Account, Credit Card: One Landlord Spreadsheet, Filled Automatically
Bring supported mortgage, rent and credit-card account activity into one landlord spreadsheet, while keeping each property, account and review task visible.
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Tutorial6 min read
Keep Your Spreadsheet. Get the Bank Feed. Work With Your HMRC-Recognised Bridging Tool
Keep the spreadsheet your team knows. Use BankSync for authorised UK bank data, then use your chosen HMRC-recognised bridging tool for the filing workflow.
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Tutorial7 min read
Got the HMRC letter? Catch up six months of transactions in five minutes - and keep your spreadsheet
Got an HMRC letter and need to catch up? Connect supported UK bank accounts, bring available transaction history into the spreadsheet you already use, and keep it current without CSV exports.
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Tutorial5 min read
Excel Bank Feeds with OneDrive: Set Up a Workbook That Keeps Working
Choose the right workbook, separate incoming bank rows from reports, and make an Excel bank feed easier to maintain for your household or business.
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Tutorial5 min
Reconcile Stripe Payouts to UK Bank Deposits in Excel
Match the Stripe payments, fees and refunds behind one payout to the deposit in your business current account, with a worked GBP example and Excel formulas.
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Product Guide5 min read
BankSync and ReconcileIQ Partner to Deliver Seamless Bank Feeds and Automated Reconciliation
BankSync has partnered with ReconcileIQ, an intelligent reconciliation platform, to help businesses and finance professionals automate the flow of financial data and simplify reconciliation.
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Tutorial5 min read
UK Bank Transaction Missing from Excel? Check These Six Things
Trace a missing UK transaction from bank status to Excel destination, with a practical checklist that avoids unnecessary duplicate imports.
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Tutorial5 min read
Stop Double-Counting Credit Card Payments in Your Excel Budget
Separate purchases, card repayments and account transfers in a bank-fed Excel budget, with a worked example and BankSync Transfer Matcher setup.
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Tutorial6 min read
YNAB UK Bank Sync: What to Do When Your Bank Is Missing
YNAB already supports selected UK banks. Learn how to investigate a missing connection and when BankSync’s early-access YNAB feed may fit your GBP plan.
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Tutorial5 min read
Reconcile a UK Bank Account in Excel: Opening Balance to Closing Balance
Check whether your Excel bank feed is complete using a statement cutoff, signed movements and an exception list before trusting your spending reports.
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