KCAA · Finance
Import the bank and Stripe CSVs, then sort every line by program and category. Lines already recorded on the Hub (cheques, bills) and Stripe deposits are matched automatically, so nothing is counted twice.
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Finance team only. This page is for the treasurer and finance editors.
Lines the rules couldn’t sort. Choose what each one is and save, or tick several and set them together. “Make a rule” sorts matching lines automatically from now on.
Rules run after the automatic matching (Stripe deposits, Hub cheques and bills, refunds) and before the built-in bank-fee rules. Lines you sorted by hand are never changed by a rule.