Setup netbanking

When an account is assigned to a bank institution, a new button appears in the transactions view to switch to the netbanking mode. This mode displays a web browser pointing directly to the bank's website.

The netbanking button when an institution is assigned

By switching between transactions and netbanking modes, you can reconcile transacations from your bank's online statement.

You can also directly import any file your bank allows you to download.

A single bank institution can be shared amongst different accounts. When switching between accounts of a same institution in the account's list, your web session will be preserved.

To create a Bank Institution

  1. Select Squirrel > Preferences…

    The preferences window shows up.

  2. Select the "Accounts" tab.

  3. Select any account in the left hand side list.

  4. Click on the button to select a bank institution, then click on "Edit bank institutions".

    The bank institution sheet shows up.

  5. Click on the "Add" button, then enter a name and website URL for the newly created institution.

To assign a Bank Institution to an Account

  1. Select Squirrel > Preferences…

    The preferences window shows up.

  2. Select the "Accounts" tab.

  3. Select any account in the left hand side list.

  4. Select a bank institution.

SEE ALSO

Importing files