Banking
The Bank and Credit Card Account Register Page
The account register page for bank and credit card accounts is the central hub for that account. From it, you can edit account details, run reconciliations, and view recent transactions and running balances. While there are many ways to access and ...
Bank Reconciliation in REI Hub
Reconciliation is an optional accounting process that enables you to compare your actual, real world bank balances with the balances in REI Hub. Reconciliation assists in identifying any discrepancies and confirming that your records are complete, ...
Marking accounts as inactive
The REI Hub system allows users to mark bank, credit card, and loan accounts that are no longer being used as 'inactive.' After being marked inactive, an account will no longer display on the Banking or Loans page, and will not show up in the ...
Troubleshooting Linked Accounts
REI Hub offers the ability to securely connect to many banks and financial institution via one our integrated data providers, Plaid and Yodlee. Accounts linked through these providers automatically receive a feed of imported transactions once they ...
About Bank and Credit Card Accounts
Adding your Bank and Credit Card Accounts to the REI Hub system helps you see where your funds are and track their flow through your business. In REI Hub, you can create your accounts as either Linked Accounts or Manual Accounts. Linked ...
Adding a Manual Account
A Manual Account is simply a bank, loan, or credit card account in REI Hub that is not electronically linked to the financial institution for transaction import. To set up an account that IS linked for transaction import- click here. Adding ...
Adding a Linked Account
Linking a bank account is a powerful and convenient way to save time and eliminate manual data entry. REI Hub is able to receive a read-only transaction feed that is presented in the 'Import Feed' tab for your categorization and approval before they ...