How do I connect my bank to TALISK_HQ

TALISK_HQ brings in your bank transactions two ways, both on Ledger › Banking › Statements.

Connect a bank (Plaid). In the Connected Banks section, connect your bank and TALISK_HQ syncs new transactions automatically. This live connection is being enabled account by account, so if you don't see a connect option yet, use the upload path below in the meantime.

Upload a statement. Drop in a CSV, OFX/QFX, or PDF statement and TALISK_HQ reads the transactions out of it. This route is always available.

Set up the account itself. Your bank accounts live under Ledger › Banking › Accounts, where each carries an opening balance and its currency. Set the opening balance so your running balance is right from day one.

Then what. Once transactions are in, you can categorize them, match them to bills, and reconcile the month so your books agree with the bank to the cent.