Banks & Cards
Add accounts, upload statements and get every transaction in the right category.
Accounts and statements
Accounts and statements:
Banks & Cards overview
Banks & Cards is the register of every bank account and credit card in your books. Here is what each part of the page does and how transactions get there.
Accounts and statements:
Add bank and credit-card accounts
Every statement you upload goes into an account you add first. Add each bank account and credit card by name. No account number or bank login needed.
Accounts and statements:
Upload a bank or card statement
Upload one account's PDF, CSV or Excel statement, up to 10 MB. ZeraBooks imports the transactions, categorizes them and checks the printed balances.
Transactions
Transactions:
Review and fix categories
ZeraBooks categorizes every statement line. Switch to Edit to review the lines that need a look, fix a category, or set one category on many lines at once.
Transactions:
Apply a correction to similar transactions
After you fix one line's category, ZeraBooks offers to apply the same category to similar transactions from the same merchant, in one click.
Transactions:
Transfers, credit-card payments and owner draws
Money moving between your own accounts isn't income or an expense. Here is how ZeraBooks spots transfers and card payments, and how owner draws are handled.
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