Adding a Bank or Credit Card Feed – Untied

Connecting your bank or credit card feed is one of the first and most important steps when setting up Untied for Making Tax Digital.

In this video, Performance Accountancy shows you how to link your accounts in Untied, so you can start tracking your income and expenses automatically.

We cover:

• How to connect your bank account
• Adding a credit card feed
• What happens once your transactions are imported
• How Untied simplifies tracking for performers

Once your feed is set up, Untied can automatically pull in your transactions, making it easier to tag business income and expenses and stay compliant with MTD.

This is a simple but essential step to getting your system working properly from the start.