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BANK TRANSACTIONS

Bring your bank activity into your bookkeeping

Connect a bank account and review incoming and outgoing transactions alongside your business records.

The basics

See what happened to the money

Bank transactions help you track customer payments, supplier costs, and transfers. Bringing them into your bookkeeping reduces manual entry and makes missing information easier to spot.

Your numbers, this quarter
How it works

From bank feed to checked records

  • Connect your account through the bank connection process.
  • Import the available transactions and review what each payment relates to.
  • Check it against the relevant invoice, receipt, or bookkeeping entry.
How Taxmo helps

What Taxmo helps you do

Reduce manual entry

Import transaction details from your connected account.

Check payments

Compare bank activity with your records.

Find loose ends

Spot transactions that still need categorizing.

Why people trust Taxmo

Built for people who'd rather not become tax experts

Tax knowledge built in

Taxmo works out your BTW rubrieken and walks you through each filing step by step. You get clear answers, not jargon.

Your data stays safe

Servers and database in the EU (Frankfurt), encrypted data, multi-factor login and GDPR compliance.

Reviews

What Taxmo users say

“

Taxmo has been a very transformative bookkeeping experience for me. They give you every single type of tool you will need to run a small scale to medium scale business. The customer service is exceptional as well. They get back to you right away. I couldn't be more satisfied. I highly recommend the service.

Dylan Rogers

Owner, Drive Bye Auto Rentals B.V.

Start free, no credit card needed

Connect your business bank account

Frequently asked questions

Quick answers about Taxmo, your account, filing and billing.

Can I connect any bank?

Availability depends on the banks and accounts supported by the connection provider.

Does a bank connection replace receipts?

No. You still need supporting documents where required.

Should transfers between my own accounts count as sales?

Usually not. A transfer needs to be identified correctly rather than treated as new business income.

Does importing bank transactions complete my bookkeeping automatically?

Not entirely. Taxmo suggests categories for imported transactions to reduce manual work. Review the suggestions, check what each transaction relates to, and add any missing receipts or invoices to complete your records.