EU bank transactions — review, then add to Cashflow
Connected banks
Transactions
Date
Description
Account
Amount
Status
Connect a bank
You will be sent to your bank to approve read-only access
Bank
Link to a Cashflow account
This bank account
Shown instead of whatever the bank calls it. Revolut names every account and pocket after the account holder, so this is often the only way to tell them apart.
Destination
Every transaction imported from this bank account defaults here.
New Cashflow account
Set the balance the account has today. Imported transactions move it from here.
Add to Cashflow
From the bank
Cashflow entry
Budget actuals match on the category name, exactly — reuse an existing one.
Enable Banking settings
Application credentials for this deployment
Application
The UUID in your .pem's filename — the control panel names the download after the application it belongs to.
The HTTPS address this install answers on — each one differs. Your bank redirects a real browser here, so a LAN address or localhost will not work.
A mismatch fails when you press Continue to bank, before your bank's login appears.
Private key (.pem)
Stored on the server's disk, never in the database — anything in the database
is also in every backup dump. Kept outside the image, so it survives a rebuild.