Recording bank transactions in Bokio using templates

Premium feature: included in Balance and Business

When importing bank transactions (either manually or with bank feeds), all transactions are listed under Transactions to record. This page can be found under Bank feeds, or alternatively you can find the page in your Things to do.

You can use a template to record multiple transactions at once or record them individually. You do this by ticking the transactions you wish to record and searching for a certain type of transaction for example rent and use the select all button (top left).

search for similar transactions

You can then find the correct bookkeeping template by using the Suggestions, Search function or scrolling through All templates. Once you have selected the correct template you can then Record transactions as shown below.

select multiple transactions

This will then create a separate journal entry for each transaction using the same template.

record multiple transactions