My bank's built-in software lets me tag transactions with categories (sales/expenses/etc) so I just do that every month and then export a CSV at the end of the year for my CPA to deal with (it includes the categories I've tagged)
Hey Ben, thank you for the help. I hope we got one like that in Thailand xD. Mine was super clunky. Need to use workaround by using Make.com to get all the receipt in my Email and paste it in Airtable.
My bank's built-in software lets me tag transactions with categories (sales/expenses/etc) so I just do that every month and then export a CSV at the end of the year for my CPA to deal with (it includes the categories I've tagged)
Hey Ben, thank you for the help. I hope we got one like that in Thailand xD. Mine was super clunky. Need to use workaround by using Make.com to get all the receipt in my Email and paste it in Airtable.
Hm, yea, not sure about banks in Thailand - my business is based in the US