Monet Knowledge Base

Monet Knowledge Base

Bank transaction import

Automatic import settings

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When the bank is integrated automatically, the setup parameters are controlled from the bank card:

Three are important:

  • Import frequency – specifies how often Monet should read transactions from the bank. This can be, for example, an hourly, daily or monthly periodicity.
  • Post automatically – if checked, the system will attempt to register itself after creating the import log. Otherwise, the log will remain open and must be registered by the user.
  • Import only – allows you to choose to import only receipts ( Credit amount ) or only expenses ( Debit amount ). If nothing is selected, all transactions will be imported.